Avea Financial Planning, LLC is a registered investment advisor located in the Tri-Cities, Washington, founded by Angela Furubotten-LaRosee. The firm specializes in combining portfolio management with ongoing comprehensive financial planning, focusing on helping clients achieve financial freedom, retirement readiness, and lifestyle goals. Services cover retirement projections, Social Security and pension optimization, strategic tax planning, tax return preparation, estate planning reviews, employee benefits optimization, cash flow and debt management, and risk analysis. Avea Financial Planning operates as a fiduciary, legally required to act in your best interest, and primarily utilizes passive investment management strategies through index funds and exchange-traded funds, alongside third-party money managers such as GeoWealth. In addition to bundled wealth management, the firm offers educational seminars, hourly consulting, and speaking engagements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | Included |
| $750K - $3.0M | 2.00% |
| $3M+ | 0.30% |
Fees are charged as an annual fixed dollar amount starting at $10,960 for $750,000 to $3,000,000 in assets, with an additional $2,000 per million for assets over $3,000,000. Effective percentage ranges from 0.30% to 2.00%. Accounts under $750,000 are not accepted.
