Assets Under Management
$1.8M
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$1.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
FAAV Finance offers ongoing and project-based financial planning services, including investment management. They use third-party managers and primarily practice passive investment management. Services are tailored to client needs and restrictions. Emily Barbe is the principal owner.
Fee Structure
FAAV Finance offers financial planning services with various fee structures. Ongoing Comprehensive Financial Planning has an upfront charge of $2,750 and a monthly fee of $750, with an additional $100/month for investment management. Ongoing Lite Financial Planning has an upfront charge of $2,750 and a monthly fee of $495, with an additional $100/month for investment management. Project-based financial planning ranges from $2,000 to $6,500. A La Carte services include budgeting ($500), money mindset coaching ($1,500), and hourly work ($300/hour). Third-party managers' fees range up to 0.60% annually or a flat rate from $120 to $200 monthly.
Areas of Practice
Location
FL, United States