Avid Wealth Partners, LLC logo

Avid Wealth Partners, LLC

Updated today

Client assets under management

$297,707,893

Clients

246

34% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

49

Low

Average account size

$1,210,195

About

Avid Wealth Partners provides financial planning, consulting, and portfolio management services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers both discretionary and non‑discretionary wealth management alongside retirement plan consulting and estate‑planning support delivered via third‑party platforms (e.g., Wealth.com), and it facilitates class‑action claims processing through 11thEstate.

The firm follows a goal‑oriented wealth planning process that emphasizes low‑cost asset allocation, tax efficiency, and downside risk management, using a mix of mutual funds, ETFs, individual debt and equity securities and custom solutions. AWP also employs third‑party platform providers and independent managers (including direct indexing via Canvas), uses sub‑advisers for certain strategies, and implements options‑based financing, margin, and other derivatives where appropriate.

Compared with many peers, AWP has expanded into managing or recommending investments in pooled vehicles and private investment opportunities, and it offers long/short separately managed account strategies and hedge fund recommendations to qualified clients (the firm discloses it does not receive fund‑level management or performance fees). The firm also offers a subscription/retainer advisory model, supports specialized arrangements such as captive‑insurance accounts with custodial solutions like Altruist, and discloses use of AI‑enabled services and custodial technology and support from major custodians.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning and consulting fees range from $1,500 to $25,000 depending on scope and complexity; estate planning support fees are one-time fees.

Percentage

$0 - $500,000: 1.50% $500,000 - $2,500,000: 0.85% $2,500,000 - $10,000,000: 0.65% $10,000,000+: 0.40%

Commissions

Certain Supervised Persons offer insurance products on a separate commission basis.

Subscriptions

Fixed periodic fees (typically monthly) for ongoing advisory services; fees vary based on complexity and scope, not based on AUM.

Main office location

Avid Wealth Partners, LLC

23119 Ih 10, Building 20

San Antonio TX 78257, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Barret K

ChFC®, Series 63, Series 65

San Antonio, TX

Avid Wealth Partners, LLC

Barret Kolle is a financial advisor at Avid Wealth Partners, LLC with 13 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Northwestern Mutual and New Edge Advisors. Outside of his advisory role, he is involved in Avid Risk Management, focusing on insurance and financial planning. Avid Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goal-oriented, planning-driven investment approach emphasizing low-cost asset allocation, downside protection, and tax minimization, often incorporating mutual funds, ETFs, individual securities, and fixed income into client portfolios.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Daniel R

CFP®, ChFC®, Series 65

San Antonio, TX

Avid Wealth Partners, LLC

Daniel Reinke is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Avid Wealth Partners, LLC. He has worked at Avid Wealth Partners since 2020, including its predecessor Goss Advisors, and previously held roles at Northwestern Mutual Investment Services LLC and Eric Kala. Reinke is also a licensed insurance agent involved with Avid Risk Management in San Antonio. Avid Wealth Partners provides financial planning, consulting, and investment management services to individual and institutional clients. The firm employs a planning-driven investment process focused on low-cost asset allocation, downside protection, and tax minimization, and offers specialized services including estate planning support and business exit planning.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Russell S

ChFC®, Series 63

San Antonio, TX

Avid Wealth Partners, LLC

Russell Stehling is a ChFC® credentialed financial advisor with 22 years of industry experience, currently with Avid Wealth Partners, LLC. His prior experience includes roles at Northwestern Mutual and New Edge Advisors. Outside of his advisory work, he is also involved with Avid Risk Management, where he is a licensed insurance agent. Avid Wealth Partners provides financial planning, consulting, and investment management services to individual and institutional clients. The firm utilizes a goal-oriented, planning-driven investment approach with an emphasis on low-cost asset allocation, downside protection, and tax minimization.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Alicia F

CFP®, ChFC®, Series 63

San Antonio, TX

Avid Wealth Partners, LLC

Alicia Fuschak is a CFP® and ChFC® with 17 years of industry experience. She is currently with Avid Wealth Partners, LLC, where she has worked since 2022. Her prior roles include positions at NewEdge Advisors and Eric Kala. Outside of her advisory work, she is a licensed insurance agent supporting insurance placement as needed. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes a goal-oriented, planning-driven investment process focused on low-cost asset allocation, downside protection, and tax minimization.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Eric K

CFP®, ChFC®, Series 63, Series 66

San Antonio, TX

Avid Wealth Partners, LLC

Eric Kala is a CFP® and ChFC® with 16 years of industry experience. He is currently with Avid Wealth Partners, LLC, where he has worked since 2022. Prior to that, he held roles at NewEdge Advisors, LLC and Northwestern Mutual in various capacities from 2008 to 2022. Kala is involved in business consulting and insurance brokerage through his ownership of Avid Consulting LLC and Avid Risk Management LLC, respectively, as well as managing private investments via Cinco Equis Capital Group, LLC. Avid Wealth Partners provides financial planning, consulting, and investment management to individual and institutional clients, including trusts, estates, charitable organizations, corporations, and retirement plans. The firm follows a goal-oriented, planning-driven investment process focused on low-cost asset allocation, downside protection, and tax minimization, and it offers services such as wealth management, retirement plan consulting, and business exit planning.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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