AVL Advisory LLC

Overview

AVL Advisory LLC is a Florida-based limited liability company that combines accounting work with advisory services aimed at individuals and small businesses. The firm is state-registered in Florida and is owned by an individual. Its service mix includes financial planning, portfolio management for individual and small-business clients, pension consulting services, and client education through publications and seminars or workshops. The firm reports multiple billing options — percentage of AUM, hourly fees, subscription fees and fixed fees — which suggests flexibility in how it charges for different service lines. AVL is listed as a qualified custodian in the snapshot and is not identified as a capital allocator. The firm does not identify itself as an active ESG investor. Its activities emphasize planning, portfolio oversight at a smaller-client level, and client education/communications rather than large-scale institutional allocation.

Assets & Accounts

Location & Offices