Thomas Stevenson is a CFP-designated registered investment advisor at Avant Financial Advisors, based in Austin, TX, with 11 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 166 clients with $200M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable. There is a minimum quarterly fee ranging from $900 to $2,400 depending on the complexity and needs of the client, which may result in a larger annual rate charged than outlined in the wealth management fee table above.
Fee Estimator
Location
13341 W. Us Hwy 290, Building 2, Austin, TX, 78737
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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
Avant Financial Advisors
Previous Registrations
Austin Asset
Lucien Stirling & Gray Advisory Group INC
State Registrations1 state
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