During your initial consultation, your planner will work with you to determine which plan is the best fit.


On Going Comprehensive Financial Planning

Ongoing comprehensive financial planning for individuals or families offered at two different levels – Embark for those early in their careers (within first 10 years) and Emerge, those in mid to late career, or retired - tailored to your unique needs. Read more about our process and the areas we cover in this service.

$500 startup fee then ongoing $405 per quarter for Embark and $615 per quarter for Emerge for a minimum of 4 quarters. Maximum fee of $7,500 annually.


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