Avea Financial Planning, LLC
Avea Financial Planning, LLC (CRD# 288702) is a financial advisory firm headquartered in Richland, WA. They manage $6,940,496 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Avea Financial Planning, LLC
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$187,581
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Avea Financial Planning, LLC
1
Angela Furubotten-Larosee (CRD# 5967349) is an Investment Advisor Representative working at Avea Financial Planning, LLC in Richland, WA and has 1 year of experience in the finance industry.
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