Financial Avenues
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$145,656,558
Clients
94
Advisors
4
of 4 employees
About
Financial Avenues is a fee-only advisory firm that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and businesses with financial planning, investment consultation, and ongoing portfolio management. The firm operates as a small team of four advisors managing roughly $148 million across about 94 client relationships.
Engagements typically begin with a written financial plan that evaluates goals, holdings, investment experience, and risk tolerance; clients may then retain the firm for follow‑up planning or ongoing management under discretionary or non‑discretionary authority. Portfolios are generally built using diversified, cost‑efficient index mutual funds and ETFs, with regular rebalancing and occasional tactical overlays as requested; the firm states it does not invest in crypto assets.
Compared with many peers, Financial Avenues regularly offers public financial education workshops on an as‑announced basis that provide general retirement and wealth‑management content without product sales. The firm also departs from the common percentage‑of‑assets fee model, instead using hourly and fixed engagement billing, and notes membership in fee‑only networks (including the Garrett Planning Network) that support its planning‑focused practice.
Client services
Expertise
Fee options
Fixed fees for investment management services based on scope and estimated hours.
$75 to $300 per hour depending on personnel providing services.
Fee-only: Hourly rates: Financial Planners/Senior Financial Planners $220-$300/hour; Paraplanners/Financial Planning Associates $185-$220/hour; Client and Operations Associates $75/hour; Fixed fees for investment management services based on estimated hours and hourly rates.
Main office
Kansas City MO
Advisors at this office
4
Most active in
Kansas · Missouri · Nebraska
Also doing business as
Financial Avenues · Financial Avenues 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:
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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
Anna B
Series 65
Kansas City, MO
Financial Avenues
Anna Brewer is a financial advisor at Financial Avenues in Kearney, MO. She holds a Series 65 designation and began her advisory role in 2023. Her prior work experience includes positions at the University of Missouri, QuickTrip, Bath & Body Works, and Fun Run. Financial Avenues serves individual clients—including high-net-worth individuals—as well as pension and profit-sharing plans and small businesses, offering fee-only financial planning, investment consultation, and ongoing portfolio management. The firm focuses on diversified, tax-conscious portfolios built mainly with passively managed index funds and ETFs and provides public financial education workshops on an as-announced basis.
Tracy S
Series 63, Series 65
Kansas City, MO
Financial Avenues
Tracy St. John is a financial advisor with Financial Avenues in Kansas City, MO, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with Financial Avenues since 2010. Financial Avenues serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and small businesses, offering fee-only financial planning, investment consultation, and portfolio management that emphasize diversified, tax-conscious portfolios primarily composed of passively managed index funds and ETFs.
Jonathan M
Series 65
Kansas City, MO
Financial Avenues
Jonathan Moore is a financial advisor at Financial Avenues with a Series 65 credential and one year of industry experience. He previously worked at several firms, including FP Solutions RI and Ellevate Advisors. Financial Avenues is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and businesses with financial planning, investment consultation, and portfolio management. The firm manages approximately $148 million across 94 client relationships and emphasizes diversified, cost-efficient index funds and ETFs with regular rebalancing.
Beth W
CFP®
Kansas City, MO
Financial Avenues
Beth Watts is a CFP® professional with six years of experience at Financial Avenues in Kansas City, MO. Prior to joining Financial Avenues, she worked at Zeiders Enterprises for three years and another firm for one year. Financial Avenues is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and businesses through financial planning, investment consultation, and portfolio management. The firm manages approximately $148 million across 94 client relationships, using diversified index mutual funds and ETFs, and offers public financial education workshops without product sales.
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