Avina Financial Group provides financial planning services, including college planning, to registered investment advisors. They also offer company-sponsored retirement plan consulting services, including plan design, investment lineup selection, and plan administration support. Avina may utilize discretionary authority to install platforms, add or remove funds, and amend fund weightings within ERISA 401k consulting arrangements.
Assets Under Management$100M
Clients175
Advisors2
Avg. per Client$580K
Avg. per Advisor$51M
Fee Structure
- Financial planning services - Fixed fee ranging from $500 to $25,000, depending on the complexity and scope of the plan, your financial situation, and your objectives.
One-Time Plan:$500 - $25,000
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