Avea Financial Planning, LLC

Overview

Avea Financial Planning, LLC is a small, independent registered investment adviser organized as an LLC and run as an individual-owner RIA. The firm’s client base is focused on individuals and families and its service mix centers on comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, selection of outside advisers and educational workshops. Fee arrangements include percentage of assets under management as well as hourly and fixed-fee engagements, allowing the firm to mix ongoing advisory relationships with project-based work. On the investment side, Avea acts as a capital allocator but tilts heavily to pooled public funds. The firm is not an active ESG investor and it is not registered as a multi-state adviser. Its posture is that of a boutique adviser using third-party mutual funds and other public vehicles to build diversified client portfolios rather than running large in-house proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices