# Avant Financial Advisors

> Avant Financial Advisors is an SEC-registered investment advisory firm in Austin, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 297894
- Filed as: AVANT FINANCIAL ADVISORS
- Legal name: Avant Financial Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297894
- AdvisorCensus page: https://advisorcensus.com/firm/avant-financial-advisors-austin-tx-297894

## Quick answers

**How is Avant Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Avant Financial Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Avant Financial Advisors charge?**
Its Form ADV Part 2A brochure dated February 20, 2026 states: Flat fee: $3,500 to $8,000 (stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Avant Financial Advisors located?**
Avant Financial Advisors' principal office is in Austin, TX, according to its Form ADV.

**Is Avant Financial Advisors registered with the SEC or a state?**
Avant Financial Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 297894.

**How much does Avant Financial Advisors manage?**
Avant Financial Advisors reports $196,402,029 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**How have Avant Financial Advisors' assets and staff changed since 2024?**
In the Form ADV data for Avant Financial Advisors: Regulatory assets under management: $126,569,753 in the October 2024 data and $196,402,029 in the October 2026 data, up 55%. Total employees: 3 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Avant Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (111); individuals (other than high net worth individuals) (55).

**Which custodians does Avant Financial Advisors use?**
Avant Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Avant Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297894

**Does Avant Financial Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "AFA generally does not impose a minimum relationship size."

**What changed in Avant Financial Advisors' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $158,459,286 to $196,402,029 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: None

> AFA generally does not impose a minimum relationship size.

- Flat fee: $3,500 to $8,000 (stand-alone financial planning services)

> For Clients who engage in stand-alone financial planning services, a fixed fee ranging from $3,500 to $8,000 will be assessed per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $196,402,029
- Discretionary: $196,402,029
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $20,243,694 |
| High net worth individuals | 111 | $176,158,335 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [avantfinancialadvisors.com](https://avantfinancialadvisors.com)
- Facebook @Avant.FA
- Instagram @avant_financial_advisors
- LinkedIn @avantfinancialadvisors
- X @Avant_FA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $126,569,753 | 3 | September 23, 2024 |
| October 2025 | $158,459,286 | 5 | February 28, 2025 |
| October 2026 | $196,402,029 | 5 | February 20, 2026 |

Regulatory assets under management: $126,569,753 in the October 2024 data and $196,402,029 in the October 2026 data, up 55%.
Total employees: 3 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $158,459,286 to $196,402,029 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avant Financial Advisors (CRD 297894): Form ADV filing data as of October 2026.