Avalon Wealth Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Avalon Wealth Advisory, Inc. provides personalized financial planning, investment advisory consultation, and portfolio advice to individuals, trusts, estates, charitable organizations, and retirement plans. The firm describes its client base as individuals and high-net-worth clients and delivers services through financial planning, reporting, and recommendations rather than through brokerage commissions.
Avalon’s approach is primarily consultative: advisors work with clients to set asset allocation and investment policy, select and monitor third‑party portfolio managers, and produce periodic performance reports tied to agreed benchmarks. The firm emphasizes traditional, understandable strategies and no-load funds, and it generally does not accept discretionary trading authority or custody client assets, preferring quarterly monitoring and client-directed decisions.
Distinctive features in the brochure include a fee‑only, negotiated annual fee model (the firm states fees are negotiated rather than using a standard percentage‑of‑AUM) and a stated typical account threshold that suggests a focus on larger accounts. The advisory team includes multiple CFP® professionals and a Certified Divorce Financial Analyst, and the firm emphasizes manager selection and advisory oversight over directly managing individual client portfolios.
Client services
Expertise
Fee options
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 per client, may be waived under certain circumstances Fee-only: Fee-only firm, no commissions received
Main office
See office450 E 96th Street, Suite 100
Indianapolis IN 46240
Advisors at this office
2
Offices (3)
Indianapolis, IN 9775 Crosspoint Boulevard
9775 Crosspoint Boulevard Suite 110, Indianapolis, IN 46256
3 advisors
Indianapolis, IN E 96th Street
450 E 96th Street Suite 100, Indianapolis, IN 46240
2 advisors
Indianapolis, IN 0775 Crosspoint Blvd.
0775 Crosspoint Blvd. Suite 110, Indianapolis, IN 46256
1 advisor
Most active in
Florida · Illinois · Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Nolan C
CFP®
Indianapolis, IN
Avalon Wealth Advisory, Inc.
Nolan Clay is a CFP® professional with three years of experience, currently serving at Avalon Wealth Advisory, Inc. in Indianapolis, IN. He joined Avalon Wealth Advisory in 2023 after completing his studies at Ball State University. Avalon Wealth Advisory, Inc. offers personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on consultative strategies, working with clients to set asset allocation and investment policy while emphasizing traditional approaches and manager selection.
Jason A
CFP®, Series 66
Indianapolis, IN
Avalon Wealth Advisory, Inc.
Jason Armbrust is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently with Avalon Wealth Advisory, Inc., where he has worked since 2021, and previously spent five years at Oxford Financial Group, Ltd. Located in Indianapolis, IN, he holds the Series 66 license in addition to his CFP® designation. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, focusing on high-net-worth clients. The firm employs a consultative approach, emphasizing traditional strategies, manager selection, and client-directed decisions without discretionary trading authority.
Jeffrey M
CFP®
Indianapolis, IN
Avalon Wealth Advisory, Inc.
Jeffrey Moheban is a CFP® professional with 27 years of experience in financial advisory services. He has been with Avalon Wealth Advisory, Inc. since 1999. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a consultative approach focused on asset allocation, third-party manager selection, and performance reporting, typically serving high-net-worth clients through a fee-only, negotiated annual fee model.
Matthew E
CFP®, Series 63, Series 65
Indianapolis, IN
Avalon Wealth Advisory, Inc.
Matthew Eckert is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Avalon Wealth Advisory, Inc. since 2000 and holds Series 63 and Series 65 licenses. Avalon Wealth Advisory, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans, focusing primarily on high-net-worth clients. The firm offers personalized financial planning and investment advisory consultation through a consultative approach, emphasizing traditional strategies, no-load funds, and client-directed decisions without discretionary trading authority.
Crystal J
Series 65
Indianapolis, IN
Avalon Wealth Advisory, Inc.
Crystal Jacquay is a Series 65-licensed advisor at Avalon Wealth Advisory, Inc. with six years at the firm and a total of ten years in the financial industry. She previously worked at Oxford Financial Group for nine years before joining Avalon. Avalon Wealth Advisory provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on a consultative approach, working with clients on asset allocation and manager selection while emphasizing traditional strategies and client-directed decisions.
Nicole Y
CFP®
Indianapolis, IN
Avalon Wealth Advisory, Inc.
Nicole Yankauskas is a CFP® professional with 12 years of industry experience, currently serving at Avalon Wealth Advisory, Inc. since 2011. She is part of a six-advisor team based in Indianapolis, IN. Avalon Wealth Advisory, Inc. provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, focusing primarily on high-net-worth clients. The firm uses a consultative approach that emphasizes traditional strategies and third-party manager selection, with a fee-only, negotiated annual fee structure.
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