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Avant Financial Advisors

Updated today

Total assets under management

$196,402,029

Total clients

166

67% high-net worth

Total advisors

2

of 5 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

83

Average account size

$1,183,145

Client services

Financial planning Portfolio management

Fee options

Fixed

Fixed fee for stand-alone financial planning engagements from $3,500 to $8,000

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.50% annually

Other

Minimum fee: Minimum quarterly fee ranging from $900 to $2,400 depending on complexity and client needs Fee-only: Financial planning fixed fees ranging from $3,500 to $8,000 per engagement

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Avant Financial Advisors

13341 W. Us Hwy 290, Building 2

Austin TX 78737, United States

Number of offices

3

Advisors at this firm

Scott E

CFP®, CPA

Austin, TX

Avant Financial Advisors

Finance has been an interest and passion of mine as long as I can remember. As a child, my dad would teach me about investing and I was fascinated that I could earn a little bit of money and then it could grow on it’s own. Those simple principles were built on throughout my childhood and studying finance in college was a natural fit. I graduated from Texas A&M University with Bachelor degrees in both accounting and finance. Upon graduating, I limited my job search to my beloved hometown (Austin) where the woman I love (Kaimey) was living. I accepted an auditor position with the state government and traveled around Texas performing financial and compliance audits. Even though it wasn’t my dream job because everyone hates auditors, I took a lot of pride in working with my clients instead of against them. In those years while auditing, Kaimey and I were married, I obtained my CPA (Certified Public Accountant) and CIA (Certified Internal Auditor) designations, and we added twins to our family, Hudson and Harper. When life settled down a bit after the twin infant/toddler years, I decided to shift careers and focus on my passion of personal financial planning. I was fortunate to join a fee-only financial planning company where I advised high net-worth clients and managed other planners. This was a good home to me for several years, and during that time I added my CFP® (CERTIFIED FINANCIAL PLANNER™) and LHIC (Life and Health Insurance Counselor) designations to my other credentials. In 2018 we felt God calling us to something new for our family. I took a leap of faith to leave my comfortable job and start my own business. And Avant Financial Advisors was born! We are excited to use this company to help others and make our clients’ dreams become financially possible. Hudson and Harper are teenagers now and keep our family’s free-time full! We love supporting them in their activities and being involved in their school. We spend lots of time outside: hiking, biking, being on the lake, and exploring around Austin. We love to travel and discover new-to-us places in this big, beautiful world, but coming home always feels great too.

General tax planning Inherited wealth Intergenerational Families Gen X (Born 1965-1980)
user avatar

Thomas S

CFP®, Series 63, Series 65

Waco, TX

Avant Financial Advisors

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