Aventine Financial Group LLC
Doylestown, Pennsylvania
Aventine Financial Group LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 133 individual clients, 56 of them high net worth.
- Its average account is about $436,000 (assets it manages divided by its 351 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Doylestown, Pennsylvania |
|---|---|
| Website | aventinefg.com |
| [email protected] | |
| Phone | (212) 269-2512 |
Questions about Aventine Financial Group LLC
How is Aventine Financial Group LLC paid?
Aventine Financial Group LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Aventine Financial Group LLC have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Aventine Financial Group LLC, and 3 hold the CFP.
What is the average account at Aventine Financial Group LLC?
Aventine Financial Group LLC's average account is about $436,000. That's the assets on its Form ADV divided by its 351 accounts.
Aventine Financial Group LLC fees
Aventine Financial Group LLC 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 | $153 million |
| Individual clients | 77 |
| High-net-worth clients | 56 |
| Accounts managed | 351 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-134117) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 292390 |