NorthAvenue Financial Advocates at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 9 employees and 138 individual clients, 70 of them high net worth.
- Its average account is about $321,000 (assets it manages divided by its 638 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | northavenuefa.com |
| [email protected] | |
| Phone | (614) 210-3948 |
Questions about NorthAvenue Financial Advocates
How is NorthAvenue Financial Advocates paid?
NorthAvenue Financial Advocates's Form ADV says it is paid by: fixed fees.
How many advisors does NorthAvenue Financial Advocates have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at NorthAvenue Financial Advocates, and 2 hold the CFP.
What is the average account at NorthAvenue Financial Advocates?
NorthAvenue Financial Advocates's average account is about $321,000. That's the assets on its Form ADV divided by its 638 accounts.
What does NorthAvenue Financial Advocates specialize in?
NorthAvenue Financial Advocates's advisors and website list retirement planning, tax planning and small business owners.
NorthAvenue Financial Advocates fees
NorthAvenue Financial Advocates 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 | Fixed fees |
|---|---|
| Assets managed | $205 million |
| Individual clients | 68 |
| High-net-worth clients | 70 |
| Accounts managed | 638 |
| Employees | 9 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-125757) |
| Financial planning | Offered |
| Form ADV filed | July 9, 2026 |
| SEC record | CRD 297300 |