Beth Watts is a CFP-designated registered investment advisor at Financial Avenues, based in Kansas City, MO. Beth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 97 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For investment management services, Financial Avenues charges a fixed fee based on the scope of the engagement. The fixed rate is determined by the hourly billing rate and an estimated total of hours required throughout the year, taking into account factors such as the complexity of your financial profile, the value of your overall portfolio, the number and types of holdings, the number of individual accounts, and whether Financial Avenues has the authority to make trades without asking first or needs your consent for each trade.
Location
Kansas City, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Avenues
State Registrations2 states
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Exams
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