Firm
Aventail Wealth Management
Winter Haven, Florida
Fee-only
Aventail Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 108 individual clients, 8 of them high net worth.
- Its average account is about $219,000 (assets it manages divided by its 226 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Winter Haven, Florida |
|---|---|
| Website | aventailwm.com |
| [email protected] | |
| Phone | (863) 333-1927 |
Aventail Wealth Management fees
Aventail Wealth 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 | $49 million |
| Individual clients | 100 |
| High-net-worth clients | 8 |
| Accounts managed | 226 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 282467 |