Advisor at Avance Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Avance Private Wealth LLC
Location
Chandler, NC
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
Adam Vega is a CFP® with 15 years of experience in the financial services industry. He is the sole advisor at Avance Private Wealth LLC and has held prior roles at Gladstone Wealth Partners, Mercer Allied Company, CETERA Advisor Networks, Girard Securities, and Goldman Sachs. In addition to his advisory work, he is involved in insurance sales. Avance Private Wealth LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm employs a range of investment strategies and offers ancillary services including tax planning coordination and estate-planning support through third-party providers.
Based on Avance Private Wealth LLC
Based on Avance Private Wealth LLC
Fixed fees for financial plans between $2,500 and $25,000.
$0 - $150,000: 1.75% $150,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.10% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Insurance products sold by supervised persons result in commissions.
$150 to $750 per hour for financial planning services.
Chandler, NC
Florida · North Carolina · Texas
Avance Private Wealth LLC
2025 - Present (1 year)
Gladstone Wealth Partners
2021 - 2025 (4 years)
Mercer Allied Company, L.P.
2020 - 2021 (1 year)
CETERA Advisor Networks LLC
2017 - 2020 (3 years)
Girard Securities Inc
2014 - 2017 (3 years)
GOLDMAN SACHS
2013 - 2021 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Durham, NC
Chris C Crenshaw Financial Services, LLC
Series 65
Morrisville, NC
gnrfunds LLC
PFS™, Series 65
Durham, NC
Reliance Financial Group, Inc.
Series 63, Series 65
Chapel Hill, NC
J. Pierre Masse
CFP®, Series 65
Durham, NC
Lazarus Financial Planning
CFP®, Series 66
Chapel Hill, NC
Cardinal Wealth Partners, LLC
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