Advisor at Avea Financial Planning, LLC
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Angela Furubotten Larosee is a CFP® professional with 13 years of experience in financial advising. She has been with Avea Financial Planning, LLC since 2017 and previously worked at The Advisor Benefits Group, Inc. from 2015 to 2017. Avea Financial Planning, LLC serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes passive portfolio construction with diversified, low-cost funds and incorporates educational seminars, Social Security optimization, and pension maximization as part of its ongoing planning services.
Based on Avea Financial Planning, LLC
Based on Avea Financial Planning, LLC
$500 - $2,000 one-time onboarding fee; Educational seminars $0 to $5,000 per seminar or $0 to $500 per participant
$0 - $749,999: Not accepting clients at this time $750,000 - $3,000,000: Fixed annual fee $10,960 (equivalent to 0.30% - 2.00% based on assets managed) Over $3,000,000+: Additional $2,000 per $1 million over $3,000,000
$495 per hour
Account minimum: $750,000 Minimum fee: $10,960 fixed annual fee Fee-only: Fee-only firm compensated solely by fees from clients; no commissions or performance fees
Pasco, WA
Washington
Avea Financial Planning, LLC
2017 - Present (9 years)
The Advisor Benefits Group, Inc.
2015 - 2017 (2 years)
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