Fee-only adviser · Daytona Beach, FL
Avl Advisory LLC
Avl Advisory LLC is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Daytona Beach, Florida. On its latest Form ADV, filed March 27, 2026, it reports 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 337357 |
| Office | 128 Orange Ave Daytona Beach, FL 32114 |
| Phone | (386) 334-9765 |
| Website | www.avladvisory.com |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Subscription |
| Services | Financial planning, Portfolio management, Pension consulting, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Daytona Beach
- Keyes, Stange & Wooten Wealth Management, LLC $400M
- Firstrust $250M
- Silva Fiduciary Advisors $17M
- Strive Retirement Group $6.1M
See all 5 fee-only advisers in Daytona Beach →
Nearby
- Ormond Beach 4 firms
- Deland 1 firm
- Orange City 1 firm
- Palm Coast 1 firm
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