Beth Watts is a CFP-designated registered investment advisor at Financial Avenues, based in Kansas City, MO. Beth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 197 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Avenues charges a fixed fee for investment management services. This fee is based on their hourly rate and an estimate of the time required throughout the year, considering factors like the complexity of your financial situation, the value of your portfolio, and the number of accounts. The fee payment is required on a fixed schedule.
Location
Kansas City, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Avenues
State Registrations2 states
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