Earl Vaughn is a CFP-designated registered investment advisor at Advenire Wealth Management, based in Colorado Springs, CO, with 13 years of industry experience. Earl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 140 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees and minimums are negotiable.
Fee Estimator
Location
13521 Northgate Estates Dr. Suite 200, Colorado Springs, CO, 80921
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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.
Learn about disclosures →Employment History
Current Registrations
Advenire Wealth Management
Previous Registrations
Bauer Wealth Management, LLC.
Advenire Wealth Management
Altruistic Investing
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
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.