Avanti Shetye is a CFA, CFP-designated registered investment advisor at Wealthwyzr, LLC, based in Ellicott City, MD, with 2 years of industry experience. Avanti operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Wealthwyzr charges an annual fee of $6,000 - $12,000 for ongoing financial planning. The fee is dependent on the client's needs, complexity, estimated time, research, and resources required. Fees are negotiable. An initial fee of $500 - $10,000 covers the initial construction of the financial plan. Advisor may reduce or waive the initial fee at the Advisor’s discretion.
Wealthwyzr charges either a fixed or hourly fee for project-based financial planning. Fixed fees range between $500 - $10,000. The hourly rate is $500. The fee range is dependent on the client's needs, complexity, estimated time, research, and resources required. Fees are negotiable.
Contact
Avanti Shetye
Location
Ellicott City, MD
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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 →Other Business Activities
Avanti is the Director of Portfolio Compliance and Investment Administration at TEDCO. This outside business activity may take nearly full-time hours.
Employment History
Current Registrations
Wealthwyzr, LLC
State Registrations2 states
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