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 is a fee-only investment adviser serving individual and high-net-worth clients with discretionary investment management and both ongoing and project-based financial planning. The firm reports managing tens of millions in client assets for a modest client base, and routinely provides advice on stocks, bonds, mutual funds, ETFs and cash equivalents. The firm’s investment approach is asset-allocation driven and grounded in Modern Portfolio Theory, combining passive and active funds to pursue a portfolio mix aligned with clients’ risk tolerance and time horizon. AVID typically manages accounts on a discretionary basis, accommodates reasonable client-imposed restrictions, and evaluates investments with attention to underlying fund holdings, liquidity and tax efficiency. Distinctive features include a tiered asset-based fee schedule that materially reduces the marginal advisory fee above a breakpoint and an annual financial planning program that bundles the first year of planning with implementation and includes a short-term satisfaction refund. The practice is a small, two-advisor team with relatively high assets per client, relies on custodial statements rather than issuing separate firm performance reports, and 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.