Avid Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$64,236,162
Clients
78
Advisors
1
of 2 employees
About
The firm provides investment advisory and supervisory services to individuals, high‑net‑worth clients, trusts and estates, and to defined‑contribution plan sponsors and participants. It offers portfolio management on both discretionary and non‑discretionary bases and also serves in fiduciary roles — acting as executor or trustee for certain estates and trusts — while soliciting and, as an independent insurance agent, selling term and whole life insurance when suitable.
Its investment process combines fundamental and technical analysis to construct diversified model allocations aimed at long‑term capital appreciation, with positions monitored daily and formal account reviews conducted at least quarterly. The firm uses a qualified custodian for client assets, prepares individualized allocations based on client objectives and constraints, and may recommend outside managers when a specialist solution is more appropriate.
Distinctive aspects include operation by a single managing member who continues to maintain a CPA license and an ongoing affiliation with a separate accounting practice that can generate cross‑referrals. The firm’s dual role as an insurance producer and adviser, and its practice of receiving referral compensation when introducing clients to other money managers, are less common among supported firms.
Client services
Expertise
Fee options
$0 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.10% $2,000,001+: 0.92%
Commissions from sale of life insurance policies (term and whole life) upon payment of first year’s premium; commissions paid by insurance carriers, not negotiated by firm.
Main office
3330 Cumberland Parkway Suite 900
Atlanta GA 30339
Advisors at this office
1
Most active in
Georgia
Also doing business as
Avid Wealth Management Group, LLC · Hlb Advisory Services, LLC
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:
-
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.
Forms ADV
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)