Angela Furubotten-Larosee
Angela Furubotten-Larosee is a CFP-designated registered investment advisor at Avea Financial Planning, LLC, based in Pasco, WA, with 13 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 14 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avea Financial Planning offers portfolio management with ongoing financial planning for a fixed annual fee of $10,960. This fee covers a range of 0.30% to 2.00% of the assets managed, based on the value at the start of the engagement or as valued on December 31, and is fixed for the following year. The fee is billed quarterly in advance. There is a minimum account size requirement of $750,000. Clients also have access to a planner to help implement recommendations, monitor the plan, have regular client meetings, and adapt the plan to changing circumstances.
Contact
Angela Furubotten-Larosee
Location
Pasco, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Avea Financial Planning, LLC
Previous Registrations
The Advisor Benefits Group, INC.
Alp Financial Planning INC.
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.
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Additional Information
Avea Financial Planning, LLC: Fiduciary investment, tax, and retirement planning for those 1–2 years from retiring. Flat Fees. Smart Strategies. More Life in Your Retirement.