AdventEdge Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,250,523
Total clients
9
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$694,503
About
AdventEdge Financial provides investment management and a range of financial planning services for individual and high‑net‑worth clients. The firm reports roughly $6.25 million in assets under management across a small client base and offers tailored deliverables including hourly, project‑based, and ongoing comprehensive planning engagements.
The firm’s investment approach is grounded in Modern Portfolio Theory and a largely passive management style, using index mutual funds and exchange‑traded funds to implement asset allocation targets and manage portfolio risk. Advisory relationships are oriented around client‑specific investment policies — including tax considerations and optional client‑imposed restrictions — and the firm typically recommends a digital custodian to support low‑cost execution and reporting.
What distinguishes this firm from many peers is the explicit offering of educational seminars and speaking engagements — sometimes provided pro‑bono — in addition to traditional advisory work, a service only a minority of similar independent advisers advertise. The firm also operates a subscription‑style ongoing planning service and lists the principal’s professional designation (ChFC) and outside roles in nonprofit media and rental property management as part of its broader advisory background.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General estate planning guidance
Retirement income strategy
Fee options
Project-Based Financial Planning fixed fees $200 to $5,000; Ongoing Financial Planning upfront fee $500-$3,000
0.50% annually
$200 per hour for Hourly Financial Planning
Fee-only: Project-Based Financial Planning fees range from $200 to $5,000; Hourly Financial Planning at $200 per hour; Ongoing Comprehensive Financial Planning upfront fee $500-$3,000 plus $100-$500 per month
Main office location
AdventEdge Financial, LLC
Apison TN, United States
Number of offices
1
Most active in
AdventEdge Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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