Beth Watts
Financial Avenues, LLC. · Kansas City, Missouri
Beth Watts is a fee-only financial advisor at Financial Avenues, LLC. in Kansas City, Missouri, who holds the CFP credential. Beth focuses on retirement planning, estate & legacy planning and tax planning. Financial Avenues, LLC. reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Financial Avenues, LLC. |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Fees (firm's website) | One-time plans from $4,000 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $147.6M across 409 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO · CRD 8108547 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.myfinancialavenues.com |
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Questions about Beth
Is Beth Watts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Beth holds no broker registration, and Financial Avenues, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Beth charge for financial advice?
Beth's firm, Financial Avenues, LLC., reports charging hourly fees and fixed fees on its SEC Form ADV.
How much does Beth charge?
According to Financial Avenues, LLC.'s website, checked October 30, 2026: one-time plans from $4,000.
Does Beth work with clients virtually?
Yes. Financial Avenues, LLC. says on its website that it works with clients remotely.
Where is Beth Watts based?
Beth Watts is based in Kansas City, Missouri.
What does Beth specialize in?
Beth's specialties include retirement planning, estate & legacy planning and tax planning. Beth works with early-career professionals.
What credentials does Beth Watts hold?
Beth Watts holds the CFP credential.
Is Beth Watts registered with the SEC?
Yes. Beth Watts is registered as an investment adviser representative in KS and MO (CRD 8108547), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Avenues, LLC. manage?
Financial Avenues, LLC. reports $147.6M across 409 accounts in assets under management.
How do I contact Beth Watts?
Through Beth's website, www.myfinancialavenues.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Financial Avenues, LLC. website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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