Gregory Avera is a CFP-designated registered investment advisor at Experience Your Wealth, LLC, based in Reno, NV, with 3 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 65 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Experience Your Wealth, LLC does not directly manage investments. Instead, they connect you with third-party money managers. You'll pay the money manager's fee directly, as disclosed in their own brochure. Experience Your Wealth, LLC will not charge a separate advisory fee for overseeing the third-party manager. Clients will not be charged an aggregate advisory fee in excess of 3% of assets under management.
Location
675 W. Moana Lane, #213, Reno, NV, 89509
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Experience Your Wealth, LLC
Previous Registrations
Open Window Financial Solutions, LTD.
State Registrations7 states
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