# Avantra Family Wealth, Inc.

> Avantra Family Wealth, Inc. is an SEC-registered investment advisory firm in Mechanicsburg, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 288209
- Filed as: AVANTRA FAMILY WEALTH, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mechanicsburg, PA
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288209
- AdvisorCensus page: https://advisorcensus.com/firm/avantra-family-wealth-inc-mechanicsburg-pa-288209

## Quick answers

**How is Avantra Family Wealth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Avantra Family Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Avantra Family Wealth, Inc. charge?**
Its Form ADV Part 2A brochure dated June 17, 2026 states: Asset-based fee: 0.15% to 1.5% a year (a range, as the brochure states it); Hourly rate: $300 an hour (financial planning services); Flat fee: $500 to $5,000 (financial planning services); Subscription: $500 to $5,000 a year (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Avantra Family Wealth, Inc. located?**
Avantra Family Wealth, Inc.'s principal office is in Mechanicsburg, PA, according to its Form ADV.

**Is Avantra Family Wealth, Inc. registered with the SEC or a state?**
Avantra Family Wealth, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 288209.

**How much does Avantra Family Wealth, Inc. manage?**
Avantra Family Wealth, Inc. reports $221,555,091 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (98% discretionary).

**How have Avantra Family Wealth, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Avantra Family Wealth, Inc.: Regulatory assets under management: $132,234,775 in the October 2021 data and $221,555,091 in the October 2026 data, up 68%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Avantra Family Wealth, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (158); high net worth individuals (65).

**Which custodians does Avantra Family Wealth, Inc. use?**
Avantra Family Wealth, Inc.'s 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 Avantra Family Wealth, Inc. 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/288209

**Does Avantra Family Wealth, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated June 17, 2026 says: "Avantra does not impose a minimum size for establishing a relationship."

**What changed in Avantra Family Wealth, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $194,360,783 to $221,555,091 (+14%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- Asset-based fee: 0.15% to 1.5% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.15% to 1.50% annually based on the amount of assets under management and the complexity of the Client’s needs and financial situation.

- Account minimum: None

> Avantra does not impose a minimum size for establishing a relationship.

- Hourly rate: $300 an hour (financial planning services)

> Avantra offers financial planning services on either an hourly basis, a fixed engagement fee or an annual retainer. Hourly engagements are billed at a rate of up to $300 per hour.

- Flat fee: $500 to $5,000 (financial planning services)

> Fixed fee engagements are negotiated based on a range of $500 to $5,000 based on the nature and complexity of services to be provided.

- Subscription: $500 to $5,000 a year (financial planning services)

> Retainers are based on a negotiated annual fee of $500 to $5,000 based on the nature and complexity of services to be provided.

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: $221,555,091
- Discretionary: $216,145,637
- Non-discretionary: $5,409,454

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 158 | $47,102,657 |
| High net worth individuals | 65 | $174,452,434 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [avantrafamilywealth.com](https://avantrafamilywealth.com)
- Facebook @AvantraFamilyWealth
- LinkedIn @11221057

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $132,234,775 | 6 | March 6, 2021 |
| October 2022 | $158,246,116 | 6 | September 28, 2022 |
| October 2023 | $138,425,296 | 6 | April 26, 2023 |
| October 2024 | $158,290,952 | 6 | July 29, 2024 |
| October 2025 | $194,360,783 | 6 | February 19, 2025 |
| October 2026 | $221,555,091 | 6 | June 17, 2026 |

Regulatory assets under management: $132,234,775 in the October 2021 data and $221,555,091 in the October 2026 data, up 68%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $194,360,783 to $221,555,091 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avantra Family Wealth, Inc. (CRD 288209): Form ADV filing data as of October 2026.