Gregory Avera
Advisor at Experience Your 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.
Advisor at Experience Your 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.
Location
Bristol, RI
Credentials
CFP®, Series 65
Industry experience
3 years
Gregory Avera is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Experience Your Wealth, LLC and previously worked at Open Window Financial Solutions, Ltd. and Schultz Financial Group. His background includes service in the United States Army and work in both financial services and education. Experience Your Wealth, LLC provides comprehensive financial planning and investment advisory services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation, passive investment strategies, and fundamental analysis, operating mainly on a non-discretionary basis while offering public speaking, educational seminars, and oversight of third-party money managers.
Based on Experience Your Wealth, LLC
Based on Experience Your Wealth, LLC
Project-based financial planning fixed fees based on estimated hours multiplied by hourly rate ($200-$600/hour).
$0 - $20,000: $15,000 annual fee $20,001 - $30,000: $20,000 annual fee $30,001 - $40,000: $25,000 annual fee $40,001 - And above: $30,000 annual fee
Hourly consulting services and project-based financial planning billed at $200-$600 per hour.
Minimum fee: Minimum fee for ongoing comprehensive financial planning is $10,000 per year (excluding initial upfront payment); minimums may be waived at firm's discretion. Fee-only: One-time comprehensive financial planning and investment advisory fees ranging from $2,500 to $7,000 depending on client needs and complexity.
Bristol, RI
California · Massachusetts · Nevada · New Hampshire · New York · Rhode Island · Texas
Experience Your Wealth, LLC
2025 - Present (1 year)
Open Window Financial Solutions, Ltd.
2023 - 2025 (2 years)
Open Window Financial Solutions, Ltd.
2021 - 2023 (2 years)
Schultz Financial Group
2019 - 2020 (1 year)
Nevada Money Mentors
2018 - 2019 (1 year)
University of Nevada, Reno
2017 - 2021 (4 years)
Bangkok Cuisine
2017 - 2018 (1 year)
United States Army
2013 - 2017 (4 years)
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Is not active or affiliated with:
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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