Andrew Avera is a CFP-designated registered investment advisor at Journey Beyond Wealth, based in Roswell, GA, with 8 years of industry experience. Andrew 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 5 more. Their firm serves 109 clients with $250M 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 $2.5M | 0.90% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $30.0M | 0.30% |
| $30M+ | 0.15% |
Schedule reflects Journey Financial Planning Services. Navigator services are: 0.75% (first $2.5M), 0.50% ($2.5M-$5M), 0.25% ($5M-$30M), 0.15% (above $30M). Standalone investment management is: 0.60% (first $2.5M), 0.40% ($2.5M-$5M), 0.25% ($5M-$30M), 0.15% (above $30M). Family Office Services fees are negotiated separately.
Fee Estimator
Contact
Andrew Avera
Location
300 Colonial Center Parkway, Suite 100, Roswell, GA, 30076
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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
Journey Beyond Wealth
State Registrations2 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.
Exams
Additional Information
Andy Avera is a CERTIFIED FINANCIAL PLANNER professional. He has over 20 years of experience providing comprehensive wealth management for high-net-worth clients. In 2000, he received a Bachelor of Science in Management from Georgia Institute of Technology with certificates in Finance and Economics. In 2004, he received a Master of Science in Personal Financial Planning from Georgia State University.
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