On Going Comprehensive Financial Planning

Ongoing comprehensive financial planning for families. We offer the program at two different levels – Embark and Emerge – to help you tailor the engagement to your unique needs.

Starting at $405 per quarter


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


Quick Start

You have a couple of pressing financial needs that you wish to address. This service is a one-time, in-person or virtual, working meeting for up to two 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.

One Time Fee: $450


Social Security Analysis

This service is a one-time, in-person or virtual, working meeting for up to two hours where we will discuss and analyze possible Social Security claiming options.

One Time Fee: $750