Avalan, LLC

Avalan, LLC is a registered investment advisor specializing in asset management, financial planning, and consulting services. Established in 2011, the firm has approximately $473,089,000 under management on a discretionary basis and $15,770,000 on a non-discretionary basis as of December 31, 2024. The firm's services include creating tailored investment portfolios consisting of various securities, ongoing portfolio reviews, and financial planning covering areas such as investment, retirement, estate, and tax planning. Clients have the option to place restrictions on their investments. Avalan also offers services through Independent Money Managers on a fee-only basis. The firm charges a maximum annual fee of 2.0% of assets under management for asset management services, with a minimum annual fee of $10,000 for new clients. Financial planning and consulting services are charged on an hourly or flat fee basis. Avalan does not offer wrap fee programs. The firm has a Business Continuity Plan in place to mitigate and recover from potential disruptions, and maintains an Information Security Program to protect client information. Clients can request a full copy of the Privacy Policy from the Chief Compliance Officer.