Avora Wealth LLC fees and pricing
Financial planner in San Antonio, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 12, 2026, Avora Wealth LLC charges a flat or project fee of $3,200 and an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,200
“Avora Wealth offers one-time financial planning services for a fixed engagement fee of $3200.”
- Annual fee
- $2,500/yr
“Avora Wealth also offers an ongoing annual financial planning service for $2500 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Avora Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “All fees for Advisor’s services may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
How Avora Wealth LLC’s fees compare
- Its flat or project fee of $3,200 is below the Texas median of $3,850. 44% of the 401 other Texas planners that publish a flat or project fee charge less.
- 10 of the 18 other planners in San Antonio that publish a flat or project fee charge less.
- Its annual fee of $2,500 is below the Texas median of $6,000. 25% of the 106 other Texas planners that publish an annual fee charge less.
- None of the 3 other planners in San Antonio that publish an annual fee charge less.
About Avora Wealth LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339217
- Phone
- (210) 913-1418
Other planners in San Antonio that publish fees
- 1900 WealthSan Antonio$350/hr, $1,500
- B365investSan Antonio$350
- Best InvestSan Antonio$250/hr
- Boynton Financial LLCSan Antonio$150/hr, $300-$1,000
- Carr Consulting P.A.San Antonio$200-$600
- Chris Reddick Financial PlanningSan Antonio$250/hr, $3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.