# Arun Soni

> Arun Soni is a fee-only financial advisor at Avenue 90 Financial in Chicago, Illinois, who holds the CFA and CFP credentials. Arun charges a percentage of assets, hourly fees and a one-time planning fee ($250 an hour and 0.9% a year on the first tier of assets managed) and focuses on tax planning, retirement planning and small business owners.

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

## Facts

- **Firm:** Avenue 90 Financial
- **Based in:** Chicago, Illinois
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** $250 an hour; 0.9% a year on the first tier of assets managed; a $25,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $9.5M across 41 accounts
- **Credentials:** CFA, CFP
- **Specialties:** Tax planning, Retirement planning, Small business owners
- **Works with:** Founders, Retirees
- **CRD:** 6945160 (https://adviserinfo.sec.gov/individual/summary/6945160)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 66 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://avenue90.com

## Frequently asked questions

### Is Arun Soni a fee-only financial advisor?

Yes. Arun Soni is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Arun's firm.

### How does Arun charge for financial advice?

Arun charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Arun charge?

According to Avenue 90 Financial's website, checked October 28, 2026: $250 an hour; 0.9% a year on the first tier of assets managed; a $25,000 asset minimum.

### Does Arun work with clients virtually?

Yes. Avenue 90 Financial says on its website that it works with clients remotely.

### Where is Arun Soni based?

Arun Soni is based in Chicago, Illinois.

### What does Arun specialize in?

Arun's specialties include tax planning, retirement planning and small business owners. Arun works with founders and retirees.

### What credentials does Arun Soni hold?

Arun Soni holds the CFA and CFP credentials.

### Is Arun Soni registered with the SEC?

Yes. Arun Soni is registered as an investment adviser representative in IL and TX (CRD 6945160), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Avenue 90 Financial manage?

Avenue 90 Financial reports $9.5M across 41 accounts in assets under management.

### How do I contact Arun Soni?

Through Arun's website, avenue90.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50414): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: 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.avenue90.com/): specialties, clients served, and fees, checked October 28, 2026

---

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