Avondale Wealth Management LLC

Updated today

Find your advisor

Client assets under management

$326,705,903

Clients

200

37% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,633,530

About

Avondale Wealth Management provides financial planning and portfolio management primarily to individual and high‑net‑worth clients and, on occasion, to businesses and non‑profits. The firm manages roughly $327 million across about 200 client relationships and operates with a small advisory team.

The firm follows an active, top‑down investment process that implements dynamic asset allocation through a set of model portfolios (Multi Asset Portfolios) with conservative to aggressive options, including tax‑sensitive and non‑mutual fund variants and indexed benchmark alternatives. An internal Investment Committee meets regularly to monitor macroeconomic indicators, perform security‑level due diligence, and incorporate alternative investments or significant cash allocations when warranted; clients also receive financial planning via eMoney and reporting through third‑party platforms.

A distinctive feature is that Avondale can enter into performance‑based fee arrangements with qualified clients, an uncommon practice among peers and one that the firm manages under applicable regulatory exemptions and internal controls. The firm also maintains an amplified service tier for very large accounts, offers non‑mutual fund solutions for cross‑border or custody‑constrained clients, and discloses potential conflicts from advisors’ insurance and brokerage affiliations.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Stock option exercise strategy Annuities

Fee options

Fixed

One-time financial plan fee ranging from $500 to $5,000 based on complexity and time spent.

Percentage

$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.25% $1,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.30%

Commissions

Individual IA Reps receive commissions for insurance and brokerage products sold separately from advisory fees.

Performance-based

Performance fee up to 10% per annum on net excess appreciation above high water mark for qualified clients.

Other

Account minimum: $1,000,000

Main office location

Avondale Wealth Management LLC

4407 Bee Cave Rd., Suite 421

West Lake Hills TX 78746, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 512-505-8148

Advisors at this firm

Steven P

Series 65

West Lake Hills, TX

Avondale Wealth Management LLC

Steven Price is a Series 65-licensed financial advisor with Avondale Wealth Management LLC, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is also licensed as an insurance agent. Avondale Wealth Management provides financial planning and portfolio management primarily to individual and high-net-worth clients, using a top-down, dynamic asset-allocation approach across multiple model portfolios. The firm manages approximately $286 million and offers negotiated performance-based fee arrangements for qualified clients.

Private / alternative investments Stock option exercise strategy Annuities

Justin J

Series 66

West Lake Hills, TX

Avondale Wealth Management LLC

Justin Jacobs is a financial advisor at Avondale Wealth Management LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Avondale and Purshe Kaplan Sterling Investments since 2010. Jacobs serves on the boards of the Fellowship of Christian Athletes and Boy Scouts of America, participating in financial oversight and strategic planning for both nonprofit organizations. Avondale Wealth Management provides financial planning and portfolio management primarily to individual and high-net-worth clients, using a top-down, dynamic asset-allocation process across multiple model portfolios. The firm manages approximately $286 million and offers discretionary portfolio management with options for performance-based fee arrangements and specialized services for ultra-high-net-worth clients.

Private / alternative investments Stock option exercise strategy Annuities

Trevin H

Series 65

West Lake Hills, TX

Avondale Wealth Management LLC

Trevin Harris is a financial advisor at Avondale Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Whitley Penn and Texas Tech University. Outside of advising, he has been a managing member of non-investment-related businesses involving Airbnb rentals and bookkeeping, though these activities are currently inactive. Avondale Wealth Management LLC provides financial planning and portfolio management primarily to individual and high-net-worth clients, using a top-down, dynamic asset-allocation approach through multi-asset model portfolios. The firm manages approximately $286 million and offers discretionary portfolio management along with negotiated performance-based fee arrangements for qualified clients.

Private / alternative investments Stock option exercise strategy Annuities

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support