AVK Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,278,442
Clients
10
70% 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
$1,127,844
About
AVK Partners provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, retirement plans, charitable organizations, and businesses. The fee‑only, state‑registered adviser manages roughly $11.3 million across a small client base and offers both ongoing comprehensive planning subscriptions and project‑based engagements.
The firm constructs portfolios around strategic asset allocation with tactical overlays, using a mix of passive and active vehicles and employing fundamental, technical, and tactical analysis within a modern portfolio theory framework. Accounts are managed on a discretionary basis (with client‑imposed restrictions accepted in writing) and are reviewed at least quarterly.
AVK Partners offers educational seminars and speaking engagements that are expressly educational, not individualized advice—a capability that is relatively uncommon among similar independent advisers; seminars can be delivered virtually or in person and may be charged either per event or per participant. The firm’s principal holds a CFA charter and institutional asset‑management experience, and the adviser implements client trades on an individual basis rather than through aggregate block trading.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business sale tax planning
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Fixed fees up to $25,000 for ongoing and project-based financial planning services
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.95% $5,000,001 - $10,000,000: 0.90% $10,000,001+: 0.85%
Hourly rates range from $50 to $500 for project-based financial planning
Fee-only: Fee-only firm; compensation solely from clients for services
Main office location
AVK Partners
Concord MA, United States
Number of offices
1
Most active in
AVK Partners has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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
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