Experience Your Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Experience Your Wealth, LLC provides comprehensive financial planning and investment advisory services to individuals and high‑net‑worth clients, generally working with households that have substantial income and complex planning needs. Offerings include one‑time and ongoing comprehensive plans, project‑based work, hourly consulting for other advisors, and educational seminars and speaking engagements.
The firm emphasizes asset allocation, tax‑efficient investing, and the use of low‑cost mutual funds and ETFs, with fundamental analysis as its primary method of investment analysis. Rather than exercising discretionary trading authority, the firm typically recommends and oversees third‑party/ outside money managers and reports its assets as non‑discretionary ($105.3M) with no discretionary AUM.
Noteworthy distinctions include a fee model focused on fixed, income‑and net‑worth‑based annual fees and minimums (rather than relying solely on a percentage‑of‑AUM billing model) and an active role in client education — offering paid and pro‑bono seminars and speaker engagements and maintaining written/electronic financial plans with short‑term post‑delivery support. The brochure also notes the firm may pay third‑party consultants on behalf of clients to enhance the client experience and provides ongoing access to its planning software.
Client services
Expertise
Demographic focus
Fee options
One-time comprehensive financial planning fees range from $2,500 to $7,500 depending on complexity; project-based fixed fees calculated as hourly rate times estimated hours ($200-$600/hour).
N/A - N/A: Ongoing fee based on combined formula 1% of earned income plus 0.5% of net worth (for clients with net worth less than $10 million) Over $10 million net worth+: Greater of $30,000 or 0.1% net worth plus 0.5% AUM, rounded down to nearest $10,000, capped at 2% AUM
Hourly consulting and project-based planning services charged $200-$600 per hour.
Ongoing comprehensive planning annual fees paid monthly or quarterly, starting after initial upfront fee.
Minimum fee: Minimum ongoing comprehensive financial planning fee is $15,000 per year (may be waived at sole discretion). Fee-only: Yes, advisory fees, financial planning fees only; no commissions accepted.
Main office
Bristol RI
Advisors at this office
2
Most active in
California · Massachusetts · Nevada · New Hampshire · New York · Rhode Island · 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.
Quick links
Advisors at this firm
Gregory A
CFP®, Series 65
Bristol, RI
Experience Your Wealth, LLC
Gregory Avera is a CFP® and Series 65 credentialed advisor at Experience Your Wealth, LLC with four years of industry experience. His prior roles include positions at Open Window Financial Solutions, Ltd. and Schultz Financial Group. Before entering financial advising, he served in the United States Army and has experience working at the University of Nevada, Reno. Experience Your Wealth, LLC provides comprehensive financial planning and investment advisory services primarily to individuals and high-net-worth clients with complex planning needs. The firm emphasizes asset allocation, tax-efficient investing, and low-cost mutual funds and ETFs, typically recommending and overseeing outside money managers without discretionary trading authority.
Jake N
CFP®, CFA®
Bristol, RI
Experience Your Wealth, LLC
Greetings! If you've built significant income and wealth but find yourself asking "when does it actually become enough?" - you're in the right place. We work with high-income professionals who are done with the default earn-more path and ready to define what financial independence actually looks like for them. Not the traditional retire-at-65 version, but rather the kind that gives you real freedom of choice - to keep building, to downshift, to take a sabbatical, to pursue something that pays less but means more, or simply to know you could walk away if you wanted to. Financial independence means something different to everyone. We help you define what it means for you. Our clients typically navigate complex financial lives: equity compensation (RSUs, ISOs, NSOs, ESPP) that requires careful coordination, business ownership with income variability and tax complexity, or $2M+ in net worth without an integrated strategy pulling it all together. They're growth-oriented and curious about the psychology and assumptions shaping their financial decisions - not just the tactics. We serve as your long-term strategic financial partner - coordinating your income, equity compensation, tax strategy, investments, and major life decisions into one integrated plan built around what matters most to you, not a generic retirement timeline. Our team includes Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA), and a Certified Financial Therapist (CFT-I™). We bring technical depth, but we believe the most important financial decisions aren't just technical, they're personal. Money reflects your values, your identity, and the trade-offs you're willing to make. We help you get clear on all of it. We've been recognized by Investment News 40 Under 40, Business Insider's Top Financial Planners for Millennials, Financial Advisor Magazine's Top 10 Young Advisors to Watch, and Investopedia's Top 100 Financial Advisors. Founded in 2019 and based in Rhode Island, we work virtually with clients across the country over Zoom - and genuinely enjoy the kids, dogs, and chaos that show up along the way.
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