AVID PLANNING
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
FINTRXOverview
Avid Planning is an independent, individual-owned registered investment adviser operating as an LLC that serves primarily individual and family clients. The firm provides comprehensive financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator by selecting and allocating to third‑party advisers and managers. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Avid Planning does not identify as an active ESG investor and is not flagged as a multistate adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
2 of 2WILLIAM ARNOLD
Managing MemberCRD 4726501
DAVID HARPOOL
PartnerCRD 4205173
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ST PETERSBURG, FL
PINELLAS
Location
ST PETERSBURG, FL
Headquartered in ST PETERSBURG, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 360 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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