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- Custodian
- Charles Schwab & Company · Jackson National Life · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-06-2017
- Office Locations
- 1
Office Locations
About Avea Financial Planning, LLC
Avea Financial Planning is a fee-only, fiduciary firm focused on people close to or already in retirement, with a specialty serving retiring PNNL employees. The team unifies retirement income and tax planning with ongoing financial planning and customized investment management, using institutional custodians (e.g., Schwab) and modern portfolio technology. Serves clients in Washington’s Tri-Cities and virtually.
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Owner & Executives
ANGELA BETH FURUBOTTEN-LAROSEE
Financial Advisor, General Partner, Owner
- CRD
- #5967349
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,530,325 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,530,325 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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