Firm
Avalon Financial
Slayton, Minnesota
Fee-only
Avalon Financial at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 28 individual clients.
- Its average account is about $45,000 (assets it manages divided by its 96 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Slayton, Minnesota |
|---|---|
| Phone | (320) 433-3255 |
Avalon Financial fees
Avalon Financial 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 |
|---|---|
| Assets managed | $4 million |
| Individual clients | 28 |
| Accounts managed | 96 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 305798 |
Advisors at this firm (1)
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