SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Avant Financial Advisors
Austin, TX
Avant Financial Advisors LLC, CRD 297894
Firm filing updated February 20, 2026 ·
- $196.4MAssets
- 166Clients
- 2Advisory staff
- 522Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals111
- Individuals55
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 55 | $20.2 million |
| High net worth individuals | 111 | $176.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$196.4 million
- Accounts522
- DiscretionaryAll accounts
People
- Employees5
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Avant Financial Advisors LLC SEC-registered investment advisor. CRD 297894, SEC file 801-129589.
- Registered with the SEC as an investment advisor (status date on record: February 28, 2024).
Is Avant Financial Advisors a fiduciary?
Short answer: Avant Financial Advisors is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.