Advent Partners offers two financial planning solutions that make it easier for you to achieve both financial peace of mind and greater philanthropic power. No matter which option you choose, our exclusive Set.Ready.GoTM process is integrated throughout to make your entire experience clear, simple, and educational.
Monthly Fee Based on Complexity:
$150 to $600+
Annual Fee Based on Assets Under Management:
0.55% to 1.65%
Our Certified Financial Planners® evaluate and monitor more than 100 factors that can impact your financial wellness—down to your auto insurance policies and identity theft risk—to make sure you’re protected from all of life’s what-ifs.
We believe that financial literacy is the cornerstone of financial wellness. With our education-first approach, you’ll have a clear-eyed, jargon-free understanding of where your money is, where it’s going, and what tools make the most sense for achieving your financial goals.
Our support doesn’t end in our office. We’ll prepare, schedule, and advocate for you at meetings with your attorney, CPA, and other professional service providers to ensure that your entire team is aligned and looking out for your financial wellness.
With every Advent Partners plan, we make sure every aspect of your financial wellness is covered, so that you’re financially prepared, protected, and purposeful.