Avance Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$57,654,700
Clients
52
Advisors
1
of 1 employees
About
The firm provides portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. While it uses percentage‑of‑AUM billing like many independents, its client mix is concentrated toward high‑net‑worth and retirement plan clients rather than a broad non‑HNW retail base.
The firm prepares individualized Investment Policy Statements and typically manages accounts on a discretionary basis, employing a mix of modern portfolio theory, fundamental analysis and charting. It uses a wide range of instruments — including mutual funds, ETFs, fixed income, equities, annuities, options and margin — and provides written pension consulting plans and third‑party manager selection and monitoring for retirement plans.
Distinctive for a solo independent adviser, the firm’s supervised persons are licensed insurance agents and the firm offers insurance and annuity products while disclosing related conflicts of interest. The firm also provides tax planning/preparation through affiliates and offers consulting and marketing support to other financial professionals, and it accepts complex alternatives such as hedge funds, private equity and venture capital.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial plans between $2,500 and $25,000.
$0 - $150,000: 1.75% $150,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.10% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Insurance products sold by supervised persons result in commissions.
$150 to $750 per hour for financial planning services.
Main office
Fort Lauderdale FL, United States
Offices (1)
Most active in
Florida · North Carolina · Texas
Also doing business as
Avance Private Wealth LLC · Avance Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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