Aviso Wealth Management

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Total assets under management

$494,946,434

Total clients

772

15% high-net worth

Total advisors

of 9 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$641,122

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Financial planning and consulting services flat fees ranging from $300 to $10,000 depending on arrangement.

Percentage

$0 - $1,000,000: 2.00% annually $1,000,000.01 - $5,000,000: 1.75% annually $5,000,000.01+: 1.00% annually

Commissions

Commissions earned by associated persons as registered representatives of a broker-dealer when executing securities transactions separate from advisory fees.

Project-based

Financial planning and consulting services hourly fees ranging from $0 to $300 per hour.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

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.

Main office location

Aviso Wealth Management

11900 Ne 1 St St, Suite 300

Bellevue WA 98005, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 877-633-1210

Advisors at this firm

Joseph P

Series 63, Series 65

Selinsgrove, PA

Aviso Wealth Management

Timothy M

CFP®, Series 63, Series 65

Doylestown, PA

Aviso Wealth Management

Bryant B

Series 66

Washington, DC

Aviso Wealth Management

Kayla W

CFP®, Series 66

Selinsgrove, PA

Aviso Wealth Management

Diana K

Series 66

Bellevue, WA

Aviso Wealth Management

Craig L

ChFC®, Series 63

Selinsgrove, PA

Aviso Wealth Management

William V

Series 66

Augusta, ME

Aviso Wealth Management

John P

ChFC®, Series 63, Series 65

Warren, PA

Aviso Wealth Management

Joyce P

Series 66

Seattle, WA

Aviso Wealth Management

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