Avenues Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Avenues Wealth is a fee‑only, independent registered investment adviser serving approximately 60 clients and managing about $81.5 million in assets. The firm provides portfolio management, financial planning, general consulting, and retirement-plan advisory services for individuals and other entities.
The adviser builds diversified portfolios using mutual funds, ETFs, fixed income, equities and insurance/annuity products and documents objectives in an Investment Policy Statement after an initial discovery meeting. Management is typically discretionary, with an emphasis on asset‑allocation frameworks (strategic, tactical, core‑satellite, and risk‑adjusted measures) and ongoing monitoring and rebalancing.
Compared with many solo independent advisers, the firm also advises charitable organizations and acts as a 3(38) advisor for ERISA‑qualified pension and profit‑sharing plans and other institutional clients—services that are relatively uncommon for firms this size. The firm also provides fee‑based insurance analysis and coordinates plan menu construction and third‑party administrator platforms for retirement plans.
Client services
Expertise
Fee options
Up to $5,000 fixed fee for initial financial planning engagement.
$0 - $250,000: 1.25% annually $250,001 - $1,000,000: 1.15% annually $1,000,001+: 1.00% annually
Up to $250 per hour for financial planning and consulting services.
Account minimum: $500,000 Fee-only: Fee-only registered investment advisor; does not receive commissions.
Main office
311 W. Fairbanks Avenue, Suite 201
Winter Park FL 32789
Advisors at this office
1
Most active in
Florida · Texas
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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