Avance Private Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$58,659,320
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
52
46% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
52
Average account size
$1,128,064
About
The firm provides portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. While it uses percentage‑of‑AUM billing like many independents, its client mix is concentrated toward high‑net‑worth and retirement plan clients rather than a broad non‑HNW retail base.
The firm prepares individualized Investment Policy Statements and typically manages accounts on a discretionary basis, employing a mix of modern portfolio theory, fundamental analysis and charting. It uses a wide range of instruments — including mutual funds, ETFs, fixed income, equities, annuities, options and margin — and provides written pension consulting plans and third‑party manager selection and monitoring for retirement plans.
Distinctive for a solo independent adviser, the firm’s supervised persons are licensed insurance agents and the firm offers insurance and annuity products while disclosing related conflicts of interest. The firm also provides tax planning/preparation through affiliates and offers consulting and marketing support to other financial professionals, and it accepts complex alternatives such as hedge funds, private equity and venture capital.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Annuities
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Wealth management
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fees for financial plans between $2,500 and $25,000.
$0 - $150,000: 1.75% $150,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.10% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Insurance products sold by supervised persons result in commissions.
$150 to $750 per hour for financial planning services.
Main office location
Avance Private Wealth LLC
Fort Lauderdale FL, United States
Number of offices
2
Most active in
Avance Private Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
-
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.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(980) 326-2259
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