Avenue Retirement Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,490,000
Total clients
60
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
60
Average account size
$458,167
About
Avenue Retirement Services advises individuals, trusts, estates and small businesses on retirement planning, cash‑flow and debt management, tax and estate planning, and business consulting, and offers both one‑time financial planning/consultation and ongoing investment supervisory services. The firm manages about $27.5 million across roughly 60 client relationships and typically works with non‑high‑net‑worth individual clients.
The firm employs an active asset‑management approach that blends charting, cyclical, fundamental and technical analysis to set asset allocation, sector exposure and timing, and it prepares investment policy statements with periodic monitoring and rebalancing. Portfolios commonly include U.S. equities, ETFs, mutual funds, indexed funds, bond funds and REITs, and the firm manages accounts on a discretionary basis when agreed with the client.
Notably, the brochure lists ETNs among potential holdings and indicates the firm may use derivatives and borrowing within separately managed accounts, practices that add complexity and risk relative to what many independent advisers employ. The firm also conducts periodic educational workshops and seminars (typically offered pro bono or through a sponsoring organization), a service the brochure highlights as part of its client outreach.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
Debt management
Occupation focus
Retired
Fee options
$0 - $99,999: 1.500% annually $100,000 - $249,999: 1.250% annually $250,000 - $499,999: 1.125% annually $500,000 - $999,999: 1.000% annually $1,000,000+: 0.750% annually
Account minimum: $25,000 Fee-only: Fixed fees of $125 per quarter for investment consultation services (for 'held away' accounts); Business consultation fixed fees ranging from $2,000 to $50,000 per year; educational workshops generally pro bono or nominal fixed fee paid by sponsors.
Main office location
Avenue Retirement Services
Prosper TX, United States
Number of offices
2
Most active in
Avenue Retirement Services has reported serving >5 clients in these states in the last 12 months.
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:
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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
Quick links
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