Every household is unique and these are general guidelines. During your initial consultation, your planner will work with you to determine which plan is the best fit for you.

On Going Comprehensive Financial Planning

Ongoing comprehensive financial planning for families offered at two different levels – Embark for those early in their careers and Emerge, those in mid-career to retired - tailored to your unique needs.

Starting at $405 per quarter for Embark and $615 per quarter for Emerge


Portfolio Management

Ongoing comprehensive financial planning clients who wish to have assets managed by Avea Financial Planning may do so for a separate and additional fee of .50%.

Starting at 0.50% annual fee


Power Session

This service is a working meeting, either in-person or virtual, for approximately two to three hours where we address your most pressing concerns.

One Time Fee: $750


College Funding Planning

Your student is planning to go to college.  You want to know how much college will cost and how will you pay for it, what your family is expected to pay, will you qualify for financial aid and how to minimize loans.  Clients receive a report upon completion.

One Time Fee: $450


Social Security Analysis

This service is a working meeting, either in-person or virtual, for approximately two hours where we discuss and analyze Social Security claiming options. Clients receive a report upon completion.

One Time Fee: $750