Firm
Avalon Capital Management
Menlo Park, California
Fee-only
Facts
| Based in | Menlo Park, California |
|---|---|
| Website | avaloncapital.com |
| Phone | (650) 306-1500 |
Avalon Capital Management fees
Avalon Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $582 million |
| Individual clients | 31 |
| Financial planning | Offered |
| Form ADV filed | July 21, 2026 |
| SEC record | CRD 107501 |