Firm
Avant Financial Advisors
Austin, Texas
Fee-only
Avant Financial Advisors at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 166 individual clients, 111 of them high net worth.
- Its average account is about $376,000 (assets it manages divided by its 522 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | avantfinancialadvisors.com |
| [email protected] | |
| Phone | (512) 910-2467 |
Avant Financial Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $1 million 1.00%" source
"We charge a percentage of the assets that we invest for you according to the table below." source
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 · Fixed fees |
|---|---|
| Assets managed | $196 million |
| Individual clients | 55 |
| High-net-worth clients | 111 |
| Accounts managed | 522 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-129589) |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 297894 |