Tred Avon Family Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$394,875,829
Clients
328
Advisors
2
of 3 employees
About
Tred Avon Family Wealth provides investment management, financial planning, ERISA plan advisory and consulting, and selection of independent managers for individuals, high‑net‑worth families, trusts and institutional clients. The firm reports managing approximately $431.9 million across roughly 347 accounts and typically imposes a $5 million minimum for investment management relationships, with flexibility to accept smaller accounts in certain circumstances.
The firm predominantly operates on a non‑discretionary basis—clients generally approve trades—while also accepting discretionary authority for selected accounts (the ADV reports about $123.7 million of discretionary assets and the remainder as non‑discretionary). Investment decisions blend diversification and strategic asset allocation with tactical shifts, using a mix of fundamental and technical analysis (including relative‑strength and 200‑day trend signals), options, alternative investments, and third‑party managers.
What distinguishes the firm from most peers is its scale relative to staff: two advisors oversee roughly $432 million, placing its AUM per advisor in a small minority among supported firms, and a large portion of that capital is managed through non‑discretionary relationships, which is uncommon for similar firms. The firm also relies on a service platform relationship for reporting, compliance, and technology support while maintaining custody procedures, standing letters of authorization, and ongoing monitoring of independent managers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services
Hourly charges for financial planning and consulting services
Account minimum: $5,000,000 Fee-only: Fixed fees or hourly charges for financial planning and consulting services
Main office
8603 Commerce Drive, Suite 7 A
Easton MD 21601
Advisors at this office
2
Most active in
Maryland · New York · 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.
Advisors at this firm
Gretchen S
Series 66
Easton, MD
Tred Avon Family Wealth, LLC
Gretchen Straczewski is a financial advisor with Tred Avon Family Wealth, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Merrill from 2021 to 2024 and has experience with the Aloha Foundation and educational organizations. Outside of her advisory role, she is employed part-time as a retail associate at Wyndon Distilling in St. Michaels, MD. Tred Avon Family Wealth provides investment management, financial planning, ERISA plan advisory, and independent manager selection for individuals, high-net-worth families, trusts, and institutional clients. The firm manages approximately $432 million, primarily through non-discretionary relationships, and combines diversification, strategic asset allocation, and tactical shifts using a variety of analytical methods and alternative investments.
Frances S
CFP®, Series 63, Series 65
Easton, MD
Tred Avon Family Wealth, LLC
Frances Spurry is a CFP® with 17 years of industry experience and has been with Tred Avon Family Wealth, LLC since 2014. She holds Series 63 and Series 65 licenses and operates as the sole advisor at the firm. Tred Avon Family Wealth, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, ERISA plans, and other clients, managing approximately $474 million across nearly 300 accounts. The firm uses a combination of fundamental and technical investment techniques, emphasizing diversification and both active and passive strategies, with a majority of assets managed on a non-discretionary basis.
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