Avantra Family Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Avantra Family Wealth provides investment advisory and comprehensive wealth management to individuals, high net worth clients, trusts and estates, offering customized investment management alongside financial planning and related services. The firm also discloses a practice area in divorce financial planning and may serve as a mediator or financial neutral in collaborative divorce matters.
Portfolios are constructed primarily with mutual funds, ETFs, individual equities and fixed-income securities using fundamental analysis supplemented by proprietary and technical strategies, with a generally long-term orientation while permitting shorter-term or more active trading when aligned with client objectives. Avantra serves as a fiduciary, manages many accounts on a discretionary basis, may recommend retirement-plan rollovers when appropriate, and at times implements client assets through unaffiliated independent managers while retaining oversight.
As a small advisory team—three advisors managing roughly $221.6 million for about 223 clients—the firm combines traditional wealth management with niche divorce-planning expertise and family-focused services that are less common among peers. The brochure also discloses that several advisory persons maintain broker-dealer and insurance licenses (and the firm participates in an institutional custodian platform), and it describes written controls—such as a Code of Ethics and supervisory procedures—to address related conflicts like personal trading and dual-business activities.
Client services
Expertise
Fee options
Fixed fee financial planning engagements negotiated from $500 to $5,000
$0+: 0.15% annually +: up to 1.50% annually
Certain advisory persons receive commissions for securities and insurance products via affiliated broker-dealer and insurance activities, separate from advisory fees
Up to $300 per hour for financial planning services
Annual retainer fees for financial planning negotiated between $500 and $5,000
Fee-only: Financial planning services offered on an hourly basis, fixed fees, or annual retainer
Main office
100 Sterling Parkway, Suite 107
Mechanicsburg PA 17050
Advisors at this office
3
Most active in
Florida · Pennsylvania · Virginia
Also doing business as
5 Points Family Wealth · 5 Points Family Wealth, LLC · Avantra Family Wealth LLC · Avantra Family Wealth, Inc.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Wade H
Series 63, Series 65
Mechanicsburg, PA
Avantra Family Wealth, Inc.
Wade Hoffman is a financial advisor at Avantra Family Wealth, Inc. in Mechanicsburg, PA, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Purshe Kaplan Sterling Investments since 2017. Hoffman is also a founding partner of Miacomet Partners LLC, where he supervises compliance support and consulting. Avantra Family Wealth provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management, financial planning, and divorce-related financial planning, managing portfolios primarily with mutual funds, ETFs, equities, and fixed-income securities on a generally long-term basis.
Steven T
Series 66
Mechanicsburg, PA
Avantra Family Wealth, Inc.
Steven Thompson is a financial advisor at Avantra Family Wealth, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch Pierce Fenner and Smith. Thompson is a founding partner at Avantra Family Wealth and also serves as a partner at Miacomet Partners LLC, where he is involved in operations, billing, and compliance consulting. Avantra Family Wealth provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed-income securities, with a generally long-term investment focus and additional financial planning services including divorce-related planning and mediation.
Kim K
Series 63, Series 65
Mechanicsburg, PA
Avantra Family Wealth, Inc.
Kim Kenawell is a financial advisor with Avantra Family Wealth, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Avantra in 2017, Kenawell worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 21 years. Outside of finance, Kenawell serves as an Emergency Medical Technician and holds leadership roles in several nonprofit and community organizations, including emergency health services and collaborative divorce support groups. Avantra Family Wealth provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management, ongoing financial planning, and specialized divorce-related financial planning, managing portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities with a long-term focus tailored to client objectives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")