Indianapolis, IN E 96th Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Avalon Wealth Advisory, Inc.
Team
Firm-wide stats for Avalon Wealth Advisory, Inc.
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.
Based on Avalon Wealth Advisory, Inc.
Expertise
Based on Avalon Wealth Advisory, Inc.
Location
450 E 96th Street, Suite 100
Indianapolis IN 46240
Advisors at this office
2
Advisors at this office
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.
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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