Avondale Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$326,705,903
Clients
200
Advisors
4
of 7 employees
About
Avondale Wealth Management LLC is an SEC‑registered adviser that provides ongoing financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), as well as occasional business and nonprofit accounts. The firm manages roughly $327 million for about 200 clients through a four‑advisor team and also offers one‑time financial plans and participant advisory services for 401(k)/403(b) plans.
The firm follows a dynamic, top‑down asset allocation process implemented across four Multi Asset Portfolio (MAP) models—Conservative, Balanced, Growth and Aggressive—with tax‑sensitive, indexed‑benchmark, and non‑mutual‑fund variants available. Portfolios are primarily constructed with mutual funds, ETFs and listed equities, but the firm’s Investment Committee conducts due diligence and may allocate to alternative investments, private placements or hedge funds for qualified clients.
Unlike the small minority of peer advisers that use performance‑based fee arrangements, Avondale states it does not charge performance‑based fees and instead bills on an assets‑under‑management basis while disclosing other potential conflicts. The firm’s combination of model variants for non‑mutual‑fund situations (for clients restricted from U.S. mutual funds), explicit plan participant consulting, and the fact that its advisors also hold insurance and broker‑dealer licenses are operational features that distinguish its service mix for a firm of this size.
Client services
Expertise
Fee options
One-time financial plan fee ranging from $500 to $5,000 based on complexity and time spent
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $20,000,000: 0.45% $20,000,001+: 0.30%
Commissions earned by individual IA Reps for insurance and brokerage products sold separately from advisory services
Account minimum: $3,000,000 (suggested, waivable) Fee-only: One-time fixed financial planning fee: $500 - $5,000 based on complexity and time
Main office
4407 Bee Cave Rd., Suite 421
West Lake Hills TX 78746
Advisors at this office
4
Most active in
Texas
Also doing business as
Avondale Wealth Advisors · Avondale Wealth Management LLC · Bridgeway Wealth Management 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 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
Steven P
Series 65
West Lake Hills, TX
Avondale Wealth Management LLC
Steven Price is a financial advisor at Avondale Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Avondale since 2016. Outside of his advisory role, he is also licensed as an insurance agent. Avondale Wealth Management LLC provides ongoing financial planning and discretionary portfolio management primarily for individuals, including high-net-worth clients, as well as occasional business and nonprofit accounts. The firm employs a dynamic, top-down asset allocation process across four Multi Asset Portfolio models and offers tailored investment options including mutual funds, ETFs, listed equities, and alternative investments for qualified clients.
Justin J
Series 66
West Lake Hills, TX
Avondale Wealth Management LLC
Justin Jacobs is a financial advisor with Avondale Wealth Management LLC and holds a Series 66 designation. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments, BBVA Compass Investment Solutions, and Merrill. Outside of advising, Jacobs serves on the boards of the Fellowship of Christian Athletes and Boy Scouts of America. Avondale Wealth Management LLC provides ongoing financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as occasional business and nonprofit accounts. The firm employs a dynamic, top-down asset allocation process across four Multi Asset Portfolio models and incorporates mutual funds, ETFs, and listed equities, with potential allocations to alternative investments for qualified clients.
Aaron H
Series 65
West Lake Hills, TX
Avondale Wealth Management LLC
Aaron Haase is a financial advisor at Avondale Wealth Management LLC and holds the Series 65 designation. He has been with the firm since 2026 and has prior experience with EF Education First and the Detroit Tigers. Avondale Wealth Management LLC provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as business and nonprofit accounts. The firm manages approximately $327 million for about 200 clients, employing a dynamic, top-down asset allocation process across multiple portfolio models.
Trevin H
Series 65
West Lake Hills, TX
Avondale Wealth Management LLC
Trevin Harris is a Series 65-licensed financial advisor with Avondale Wealth Management LLC in West Lake Hills, TX, and has two years of industry experience. His prior roles include positions at Whitley Penn and various engagements with Texas Tech University. He has managed two non-active business entities related to Airbnb rentals and bookkeeping. Avondale Wealth Management LLC is an SEC-registered adviser serving individuals, including high-net-worth clients, as well as business and nonprofit accounts. The firm employs a dynamic, top-down asset allocation process across multiple portfolio models, primarily using mutual funds, ETFs, and listed equities, and may include alternative investments for qualified clients.
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”)