AVANT FINANCIAL ADVISORS

Overview

Avant Financial Advisors is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm is SEC-registered as of 2024 and charges clients via a mix of percentage-of-AUM and fixed-fee arrangements. Its stated investment preference is equities: exchange-traded securities make up the largest portion of assets under management, and the firm favors liquid, market-traded exposures for core allocations. Avant does not identify as an active ESG investor, and it does not serve as a capital allocator or pension consultant. Client work centers on personalized planning and discretionary portfolio oversight. Given the mix of fee structures and client types, the firm appears to combine ongoing wealth-management relationships with standalone planning engagements. Custody and trading appear to be centralized through a major retail custodian, supporting a model that relies on managed account and exchange-traded instruments for implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices