AVALON WEALTH ADVISORY, INC.

Overview

Avalon Wealth Advisory, Inc. is a corporation that operates as a fee-based advisory practice focused on financial planning and selection of other advisers. The firm is designated as a capital allocator, which indicates its role in sourcing and allocating client capital to external managers and third-party investment products rather than running large in-house discretionary sleeves. Its business model uses a fixed-fee structure for services, aligning compensation to planning and advisory work rather than an asset-under-management percentage. Investment activity centers on manager selection and access to outside strategies. The firm is not identified as an active ESG investor and is not registered as a multistate adviser. Given the stated advisory activities, Avalon Wealth Advisory places emphasis on structuring client portfolios through mutual funds, corporate debt and annuities for public markets exposure, while relying on third-party alternative managers for hedge fund, real estate, commodities and oil & gas allocations.

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Investments & Alternatives

Location & Offices