Ava Overman
Ava Overman is a registered investment advisor at VALIC Financial Advisors, INC., based in Addison, TX, with 17 years of industry experience. Ava operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
15305 Dallas Parkway, 12th Floor, Addison, TX, 75001
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 2009Other Business ActivitiesSells Insurance
Ava is an agent selling non-securities insurance products, dedicating a few hours per week. Ava also owns rental property inherited in 2025, requiring minimal time.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Presidential Brokerage, INC.Broker
Presidential Brokerage, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations9 states
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.