Avalon Financial, led by Chad Conway, offers investment advice and financial planning services. They help clients with stocks, bonds, ETFs, mutual funds, and cryptocurrencies held by qualified custodians. They also provide advice on retirement goals using IRAs, Roth IRAs, 401ks, and 403bs, as well as education planning with UTMAs and 529 plans. Complimentary financial planning services include advice on banking, credit card use, expense planning, and budgeting, along with guidance on insurance and annuities.
Assets Under Management$4.3M
Clients28
Advisors1
Avg. per Client$150K
Avg. per Advisor$4.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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