Avenue 90
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,522,106
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$952,211
About
Avenue 90 Financial LLC provides investment management and a range of financial planning services to individuals as well as charitable organizations, corporations, and other businesses. Services include discretionary portfolio management—primarily in ETFs and stocks—and financial planning delivered hourly, project-based, or on an ongoing basis.
The firm’s investment process is grounded in Modern Portfolio Theory and focuses on asset allocation across equities, fixed income, and cash, using a blend of passive and active strategies. Portfolios are generally constructed for longer-term holding periods, with discretionary trading authority, occasional block trading across client accounts, and planning work that covers cash flow, business planning, employee benefits, estate, and tax considerations.
What is distinctive is that, despite being a solo independent adviser with modest assets under management, the firm also provides portfolio management to institutional-type clients such as charities and businesses—an arrangement that is uncommon among peers. The firm’s principal holds both CFP® and CFA credentials, and the adviser requires custody on an institutional Schwab platform, which brings access to institutional research and operational support while limiting custodian choice.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fees range from $1,000 to $15,000
$0 - $100,000: 0.90% $100,001 - $1,000,000: 0.45% $1,000,001+: 0.30%
$250 per hour
Ongoing Financial Planning fees range from $1,500 to $15,000 per year, paid monthly or quarterly in advance
Account minimum: $25,000 Fee-only: Investment Management fees are negotiable; Financial Planning fees are hourly, fixed/project-based, or ongoing; no commissions or sales-related compensation.
Main office location
Avenue 90
Palos Park IL, United States
Number of offices
1
Most active in
Avenue 90 has reported serving >5 clients in these states in the last 12 months.
Illinois · 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 not 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.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")