Avier Wealth Advisors

Avier Wealth Advisors at a glance

• One of 191 fee-only firms based in Oregon in the Wellspent graph.
• 16 advisors are listed here; 12 of 16 hold the CFP.
• Its Form ADV reports 20 employees and 583 individual clients, 281 of them high net worth.
• Its average account is about $455,000 (assets it manages divided by its 2,608 accounts).

Fee-only advisors in Oregon · What fee-only advisors charge in Oregon

Facts

Avier Wealth Advisors fees

Avier Wealth Advisors 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

Advisors at this firm (16)

• Aaren Strand

  CFP

• Alex Krider

  CFP · EA · MBA

• Alexander Castaneda

• Courtney Gehrmann

  CFP

• David Welty

  CFP

• John Osseward

  CFA

• Kaitlynn Burnett

  CFP

• Katelynn Toth

  CFP

• Lars Phillips

  CFP · CFA

• Madison Williams

  CFP

• Marisol Fung

• Nicholas Wright

• Raphael Luis De Ocampo

  CFP

• Saloni Gupta

  CFP

• Samantha Torres

  CFP

• Tiffany Stoner

  CFP