# Andy Avera

> Andy Avera is a fee-only financial advisor at Journey Beyond Wealth in Marietta, Georgia, who holds the CFP and CAP credentials. Andy focuses on family wealth transfer. Journey Beyond Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andy-avera/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Journey Beyond Wealth
- **Based in:** Marietta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $250.3M across 412 accounts
- **Credentials:** CFP, CAP
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6867563 (https://adviserinfo.sec.gov/individual/summary/6867563)
- **SEC registration:** Investment adviser representative in GA, TX
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://journeybeyondwealth.com

## Frequently asked questions

### Is Andy Avera a fee-only financial advisor?

Yes. Andy Avera is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andy's firm.

### How does Andy charge for financial advice?

Andy's firm, Journey Beyond Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Andy Avera based?

Andy Avera is based in Marietta, Georgia.

### What does Andy specialize in?

Andy's specialties include family wealth transfer. Andy works with multi-generational families.

### What credentials does Andy Avera hold?

Andy Avera holds the CFP and CAP credentials.

### Is Andy Avera registered with the SEC?

Yes. Andy Avera is registered as an investment adviser representative in GA and TX (CRD 6867563), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Journey Beyond Wealth manage?

Journey Beyond Wealth reports $250.3M across 412 accounts in assets under management.

### How do I contact Andy Avera?

Through Andy's website, journeybeyondwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/andy-avera-11197): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.journeybeyondwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.