Jenny Fleming is a CFP, PFS-designated registered investment advisor at Avidian Wealth Solutions, based in Austin, TX, with 19 years of industry experience. Jenny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,873 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avidian Wealth Solutions generally charges an annual advisory fee based on a percentage of the value of your investments. The fee is calculated monthly, in arrears, based on the average daily balance of your account. In limited circumstances, Avidian will permit clients to pay a flat annual fee which will not exceed 1.5% of their assets under management. The fees do not include brokerage fees, custodial fees, or other transaction costs.
Location
3103 Bee Caves Rd, Suite 238, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jenny is the managing member of Equistar Wealth Management, LLC, which will serve as a personal LLC for consulting and winding down non-investment activities. Jenny spends a few hours per week on Equistar, during securities trading hours.
Employment History
Current Registrations
Avidian Wealth Solutions
Previous Registrations
Equistar Wealth Management LLC
Austin Asset Management CO
State Registrations1 state
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