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Financial Avenues

Updated today

Client assets under management

$145,656,558

Clients

94

53% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

24

Low

Average account size

$1,549,538

About

Financial Avenues is a fee-only advisory firm that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and businesses with financial planning, investment consultation, and ongoing portfolio management. The firm operates as a small team of four advisors managing roughly $148 million across about 94 client relationships.

Engagements typically begin with a written financial plan that evaluates goals, holdings, investment experience, and risk tolerance; clients may then retain the firm for follow‑up planning or ongoing management under discretionary or non‑discretionary authority. Portfolios are generally built using diversified, cost‑efficient index mutual funds and ETFs, with regular rebalancing and occasional tactical overlays as requested; the firm states it does not invest in crypto assets.

Compared with many peers, Financial Avenues regularly offers public financial education workshops on an as‑announced basis that provide general retirement and wealth‑management content without product sales. The firm also departs from the common percentage‑of‑assets fee model, instead using hourly and fixed engagement billing, and notes membership in fee‑only networks (including the Garrett Planning Network) that support its planning‑focused practice.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Retirement income strategy General retirement planning Income planning Cash flow / budgeting General estate planning guidance

Fee options

Fixed

Fixed fees for investment management services based on scope and estimated hours.

Project-based

$75 to $300 per hour depending on personnel providing services.

Other

Fee-only: Hourly rates: Financial Planners/Senior Financial Planners $220-$300/hour; Paraplanners/Financial Planning Associates $185-$220/hour; Client and Operations Associates $75/hour; Fixed fees for investment management services based on estimated hours and hourly rates.

Main office location

Financial Avenues

Kansas City MO, United States

Number of offices

3

Most active in

Kansas · Missouri · Nebraska

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

Anna B

Series 65

Kansas City, MO

Financial Avenues

Anna Brewer is a financial advisor at Financial Avenues in Kearney, MO. She holds a Series 65 designation and began her advisory role in 2023. Her prior work experience includes positions at the University of Missouri, QuickTrip, Bath & Body Works, and Fun Run. Financial Avenues serves individual clients—including high-net-worth individuals—as well as pension and profit-sharing plans and small businesses, offering fee-only financial planning, investment consultation, and ongoing portfolio management. The firm focuses on diversified, tax-conscious portfolios built mainly with passively managed index funds and ETFs and provides public financial education workshops on an as-announced basis.

Retirement income strategy General retirement planning Income planning Cash flow / budgeting General estate planning guidance
user avatar

Tracy S

Series 63, Series 65

Kansas City, MO

Financial Avenues

Tracy St. John is a financial advisor with Financial Avenues in Kansas City, MO, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with Financial Avenues since 2010. Financial Avenues serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and small businesses, offering fee-only financial planning, investment consultation, and portfolio management that emphasize diversified, tax-conscious portfolios primarily composed of passively managed index funds and ETFs.

Retirement income strategy General retirement planning Income planning Cash flow / budgeting General estate planning guidance
user avatar

Jonathan M

Series 65

Kansas City, MO

Financial Avenues

Retirement income strategy General retirement planning Income planning Cash flow / budgeting General estate planning guidance
user avatar

Beth W

CFP®

Kansas City, MO

Financial Avenues

Beth Watts is a CFP® professional with six years of experience at Financial Avenues in Kansas City, MO. Prior to joining Financial Avenues in 2020, she worked at Zeiders Enterprises from 2017 to 2020, with additional roles dating back to 2014. Financial Avenues serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans and small businesses. The firm provides fee-only financial planning and investment management, focusing on diversified, tax-conscious portfolios built mainly with passively managed index funds and ETFs, and offers public financial education workshops.

Retirement income strategy General retirement planning Income planning Cash flow / budgeting General estate planning guidance
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