Advisor at Avidian Wealth Solutions
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Firm
Avidian Wealth Solutions
Location
Austin, TX 78746
Credentials
CFP®, PFS™
Industry experience
19 years
Jenny Fleming is a CFP® and PFS™ with 19 years of experience in financial advisory services. She is currently with Avidian Wealth Solutions and previously spent 16 years at Equistar Wealth Management, where she also served as managing member. Jenny continues to be involved with Equistar in a consulting capacity as it transitions away from investment advisory activities. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and fiduciary advisory services, utilizing model-based managed solutions alongside sub-advisors and tailored allocations.
Based on Avidian Wealth Solutions
Based on Avidian Wealth Solutions
Financial planning fees generally range from $2,000 to $200,000 on a fixed fee basis.
$150 to $500 per hour, depending on the service and professional.
Account minimum: $1,000,000
3103 Bee Caves Rd, Suite 238
Austin, TX 78746
Texas
Avidian Wealth Management, LLC
2024 - Present (2 years)
Equistar Wealth Management, LLC
2008 - 2024 (16 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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