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Alexander Todd Avestini

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
59 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

11100 Wayzata Blvd., Suite 510, Minnetonka, MN, 55305

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History

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

Alexander is the CEO of Avesta Wealth Management, LLC, where he provides financial planning for clients. He is also the President of Avesta Property Management, LLC, and dedicates minimal time to both roles.

Employment History
Current Registrations
Avior Wealth Management, LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2016 - June 2022 · 6 yrs 5 mos
Raymond James Financial Services, INC.Broker
March 2015 - June 2022 · 7 yrs 3 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Alexander Todd Avestini - Financial Advisor | TrueAdvisor