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Clint Fish

Avior Wealth Management, LLC
32 Years of Experience
Bloomington, IN
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Clint Fish is a registered investment advisor at Avior Wealth Management, LLC, based in Bloomington, IN, with 32 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,894 clients with $6.5B in assets under management.

Avior Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
4,894 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$6.5B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and typically do not exceed 2.0% annually. The exact rate depends on asset size, portfolio complexity, and services rendered. Minimum annual household fees may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1802 W. 17th Street, Bloomington, IN, 47404

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Clint owns and rents residential real estate since 1999, dedicating about 10% of his time to this activity. He also sells individual and group life and health insurance with First American Trust, taking nearly full-time hours, and is involved in investment advisory services with 1st American Advisory LLC. Additionally, Clint is a partner/instructor at a martial arts school, spending a few hours per week, and acts as a manager for Ironwood Investment Management, dedicating about a quarter of his time.

Employment History
Current Registrations
Avior Wealth Management, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
First American Advisory, LLC
October 2015 - December 2024 · 9 yrs 2 mos
Coastal Equities, INC.Broker
February 2014 - February 2023 · 9 yrs
First American Advisory, LLC
May 2002 - December 2006 · 4 yrs 7 mos
Princor Financial Services Corporation
February 2002 - February 2004 · 2 yrs
Princor Financial Services CorporationBroker
March 2001 - February 2014 · 12 yrs 11 mos
Raymond James Financial Services, INC.Broker
July 1999 - November 2000 · 1 yr 4 mos
Pfic Securities CorporationBroker
May 1999 - June 1999 · 1 mo
First Chicago Nbd Investment Services, INC.Broker
March 1996 - January 1999 · 2 yrs 10 mos
Essex National Securities, INC.Broker
March 1995 - March 1996 · 1 yr
Hamilton Investments, INC.Broker
February 1994 - February 1995 · 1 yr
Security First Financial, INC.Broker
August 1993 - February 1994 · 6 mos
State Registrations31 states
ALARCACOIAIDILINKSMAMDMIMNMTNCNHNMNVNYOHOKORPASCSDTXUTVAVTWAWI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Clint Fish - Financial Advisor | TrueAdvisor