Firm
Avantra Family Wealth
Mechanicsburg, Pennsylvania
Fee-only
Avantra Family Wealth at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 6 employees and 223 individual clients, 65 of them high net worth.
- Its average account is about $213,000 (assets it manages divided by its 1,041 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Mechanicsburg, Pennsylvania |
|---|---|
| Website | avantrafamilywealth.com |
| Phone | (717) 276-1501 |
Avantra Family Wealth fees
Avantra Family Wealth 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 · Fixed fees |
|---|---|
| Assets managed | $222 million |
| Individual clients | 158 |
| High-net-worth clients | 65 |
| Accounts managed | 1,041 |
| Employees | 6 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-113234) |
| Financial planning | Offered |
| Form ADV filed | June 17, 2026 |
| SEC record | CRD 288209 |