Avid Planning

RIASEC Registered

Total AUM

$58.5M

Discretionary

$58.5M

100% of AUM

Avg account

$263K

Accounts

223

Employees

Advisory reps

Firm details

Headquarters: St Petersburg, Florida
CRD number: 284332
Website: avidplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.27%
Individuals32.73%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Avid Planning is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of external advisers for client mandates. It operates as a capital allocator, placing client capital with third‑party managers when appropriate. Fees are charged on a mix of AUM percentage, hourly, and fixed‑fee engagements. Avid Planning does not identify as an active ESG investor and is not listed as a multi‑state adviser.