Avant Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,325,692
Total clients
7
57% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$332,242
About
Avant Wealth Management is an independent, single-advisor registered investment adviser that provides discretionary and non-discretionary portfolio management, written financial planning, and ad hoc financial consulting to individuals, trusts/estates, and business clients. The firm manages a very small client base (seven clients) with approximately $2.3 million in assets under management and typically bills ongoing portfolio management on a percentage-of-AUM basis.
The adviser works with clients one-on-one using interviews and questionnaires to set objectives and employs both fundamental and technical analysis to construct portfolios. Managed accounts are delivered through a third‑party platform (Altruist), and the firm may appoint or recommend sub‑managers available on that platform, with discretionary implementation as authorized by the client agreement.
Notable distinctions include the principal’s licensure as an insurance producer and the capacity to sell life, disability and annuity products in a separate, commission‑based role (the brochure indicates this activity consumes less than 1% of monthly time), which the firm discloses as a potential conflict of interest. The brochure also indicates the principal holds substantial executive roles in other business ventures (reported to consume a large portion of their time), and the firm requires use of the Altruist platform and its available sub‑managers, which limits the universe of custodians and third‑party managers the firm will employ.
Client services
Financial planning
Portfolio management
Selection of other advisers
Financial consulting
Expertise
Life insurance needs analysis
Annuities
Fee options
Financial planning fixed fees ranging from $250 to $5,000
$0 - $750,000: 1.25% $750,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Insurance commissions for disability insurance, life insurance, annuities, and other insurance products when sold by representatives in their separate capacity as insurance agents
Financial consulting services at $250 per hour
Account minimum: $5,000 (negotiable) Minimum fee: $5,000 minimum account size, negotiable Fee-only: Financial planning fixed fees: $250 minimum to $5,000 maximum; Financial consulting hourly fee: $250/hour with $250 minimum
Main office location
Avant Wealth Management, LLC
Topeka KS, United States
Number of offices
1
Most active in
Avant Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · North Dakota
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.
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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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