Avant Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Topeka KS
Advisors at this office
1
Most active in
Kansas · North Dakota
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.
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