Andy Avera
Journey Beyond Wealth · Marietta, Georgia
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Journey Beyond Wealth |
|---|---|
| Based in | Marietta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $250.3M across 412 accounts |
| Credentials | CFP · CAP |
| SEC registration | Investment adviser representative in GA, TX · CRD 6867563 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | journeybeyondwealth.com |
| Profile |
How Andy's firm compares
- Journey Beyond Wealth's average account is about $607,000, from its Form ADV (assets managed divided by 412 accounts).
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Questions about Andy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Journey Beyond Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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