Avanti Shetye
Wealthwyzr, LLC · Ellicott City, Maryland
Fee-only, advice-only planning for high-net-worth retirees, pre-retirees and high earners facing retirement income, tax and equity compensation decisions.
Avanti Shetye is a fee-only financial advisor at Wealthwyzr, LLC in Ellicott City, Maryland, who holds the CFP, CFA and MBA credentials.
- $4,800
- Ongoing planning, per year, from
- $5,800
- One-time plan, from
- $500
- Hourly rate
What Avanti focuses on
Who Avanti works with
- High earners
- Retirees
- Pre-retirees
- Tech employees
About
Avanti Shetye, CFA, CFP, founded Wealthwyzr LLC, a fee-only, advice-only planning firm in Maryland. She works with high-net-worth retirees, pre-retirees and high-earning professionals who want coordinated planning rather than product recommendations. Many come to her at a turning point: retirement arriving sooner than expected, an equity award with tax consequences about to vest, or decades of savings never pulled into one plan.
Avanti spent more than a decade in institutional finance, managing portfolios worth over $800 million across U.S. and international markets, before choosing to bring that discipline to individuals and families. She holds an MBA in finance from Boston University, a master's in electrical engineering from the University of Maryland and an Advanced Valuation executive certificate from NYU Stern.
Her work covers retirement income, Roth conversions and tax strategy, equity compensation and portfolio construction. She has been featured in Business Insider, Forbes, Fortune, Investopedia and U.S. News & World Report.
How does Avanti's firm compare?
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Ongoing planning starts at $4,800 a year, above the Maryland median of $3,800 for fee-only firms that publish prices.
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A one-time plan starts at $5,800, above the Maryland median of $830 for fee-only firms that publish prices.
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The hourly rate is $500, above the Maryland median of $300 for fee-only firms that publish prices.
Questions about Avanti
Is Avanti Shetye a fee-only financial advisor?
Yes. Avanti Shetye is listed in the XY Planning Network directory (XYPN members are fee-only) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Avanti's firm.
How does Avanti Shetye charge for financial advice?
Avanti Shetye charges a subscription, a one-time planning fee and hourly fees.
How much does Avanti Shetye charge?
According to Wealthwyzr, LLC's website, checked October 28, 2026: ongoing planning from $4,800 a year; one-time plans from $5,800; $500 an hour.
Does Avanti Shetye work with clients virtually?
Yes. Wealthwyzr, LLC says on its website that it works with clients remotely.
Where is Avanti Shetye based?
Avanti Shetye is based in Ellicott City, Maryland.
What does Avanti Shetye specialize in?
Avanti Shetye's specialties include retirement planning, tax planning, equity compensation, estate & legacy planning and flat-fee planning. Avanti works with high earners, retirees, pre-retirees and tech employees.
What credentials does Avanti Shetye hold?
Avanti Shetye holds the CFP, CFA and MBA credentials.
Is Avanti Shetye registered with the SEC?
Yes. Avanti Shetye is registered as an investment adviser representative in MD and TX (CRD 7856484), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Avanti Shetye?
Through Avanti Shetye's website, wealthwyzr.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Wealthwyzr, LLC |
|---|---|
| Based in | Ellicott City, Maryland |
| Fee model | Subscription · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $4,800 a year · One-time plans from $5,800 · $500 an hour |
| Fees (Advice-Only Network profile) | Subscription from $1,200 a quarter · One-time plans from $7,500 · $500 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · CFA · MBA |
| SEC registration | Investment adviser representative in MD, TX · CRD 7856484 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealthwyzr.com |
| Profile |
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Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Advice-Only Network listing : advice-only practices, no product sales
- Wealthwyzr, LLC 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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