JF
CFP · PFS

Jenny Gipson Fleming

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
38 advisors
Number of Clients
1,873 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$1M
Financial Plan Fee:$2,000 - $100,000
Hourly Rate:$150 - $500/hr

Avidian generally charges an annual advisory fee based on a percentage of assets under management, billed monthly in arrears. In limited circumstances, a flat annual fee may be permitted, not exceeding 1.5% of AUM. Financial planning and consulting fees range from $2,000 to $100,000 on a fixed fee basis, or $150 to $500 hourly. A $1,000,000 minimum is generally required for discretionary managed account services, but this may be reduced at Avidian's discretion.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

3103 Bee Caves Rd, Suite 238, Austin, TX, 78746

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jenny is the managing member of Equistar Wealth Management, LLC, which will serve as a personal LLC for consulting and winding down non-investment activities. Jenny spends a few hours per week on Equistar, during securities trading hours.

Employment History
Current Registrations
Avidian Wealth Solutions
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Equistar Wealth Management LLC
October 2008 - May 2024 · 15 yrs 7 mos
Austin Asset Management CO
May 2006 - September 2008 · 2 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Jenny Gipson Fleming - Financial Advisor | AdvisorDiscover