Avant Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,436,983
Clients
7
57% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$348,140
About
Avant Wealth Management is an independent, single-advisor registered investment adviser that provides discretionary and non-discretionary portfolio management, written financial planning, and on‑demand financial consulting to individuals, trusts, estates and business entities. The firm manages roughly $2.4 million for a very small client base and charges percentage‑of‑assets fees for its managed account services.
The firm tailors advice through one‑on‑one interviews and questionnaires and uses both fundamental and technical analysis to build portfolios; strategies described in the brochure include long‑ and short‑term holdings, option writing, margin trading and frequent trading where appropriate. Avant can manage accounts directly or, on a discretionary basis, select third‑party Sub‑Managers listed on the Altruist platform, and it conducts periodic (at least quarterly) account reviews.
Several operational features distinguish the firm from many peers: the adviser is separately licensed as an insurance agent and may sell insurance and annuity products in a separate, commissionable capacity (a disclosed potential conflict of interest), the firm requires use of the Altruist platform and typically limits Sub‑Manager recommendations to those available there, and the firm’s principal also maintains significant outside business roles — all items the brochure highlights for prospective clients to consider.
Client services
Financial planning
Portfolio management
Selection of other advisers
Financial consulting
Expertise
Options & derivatives strategies
Real estate investing
Fee options
Fixed fee financial planning services with fees generally ranging from $250 to $5,000
$0 - $750,000: 1.25% $750,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
$250 per hour for financial consulting services
Account minimum: $5,000 (negotiable) Fee-only: Fixed fees for financial planning services range from $250 to $5,000; hourly consulting fees at $250/hour with a $250 minimum
Main office location
Avant Wealth Management, LLC
Topeka KS, United States
Number of offices
1
Most active in
Avant Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · North Dakota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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
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