A complete list of active advisors currently associated with Avid Planning

Warmer can help you find a great advisor at Avid Planning or one who fits your needs even better.

AVID Planning serves primarily individual clients, including high-net-worth households, and provides investment management alongside comprehensive financial planning services such as retirement planning, college savings, business planning, and risk-management reviews. The firm operates on a fee-only basis and may refer clients to unaffiliated attorneys, accountants, and insurance professionals without receiving referral compensation. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using a mix of passive and active strategies across stocks, bonds, mutual funds, and ETFs, and may include vehicles such as REITs and options where appropriate. AVID generally manages client accounts on a discretionary basis, favors longer-term holdings while employing shorter-term trades when opportunities arise, and relies on custodian valuations and regular monitoring to maintain target allocations. Notable operational features include a two-advisor team managing roughly $58.5 million for about 69 clients and a packaged planning program that combines planning and management with an upfront payment and a short-term satisfaction refund option for new clients. The firm’s fee schedule uses a blended/tiered structure that materially reduces fees as account size grows, it does not accept third-party sales compensation, it does not provide proprietary performance reports beyond custodian statements, and it leaves proxy voting to clients.

To learn more about the advisors currently working at Avid Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.