# Avalon Wealth Advisory

Avalon Wealth Advisory is a RIA based in Indianapolis, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Indianapolis, United States
- **Region:** North America
- **Address:** Bluffton, SC, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed (Altss estimate: <$500M)
- **Website:** avalonwealthadvisory.com

## Regulatory record

- **CRD number:** 114311
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114311

## About

AVALON WEALTH ADVISORY, INC. is a state-registered investment adviser in INDIANAPOLIS, IN. It has 15 employees and 6 investment advisers. The firm is based in Indianapolis.

## Sectors

- Wealth Management
- Financial Planning

## People

- Amanda Fields — Founder and Wealth Advisor

## Questions

### Who runs investment decisions at Avalon Wealth Advisory?

Founder Amanda Fields leads the investment committee. The firm uses a centralized investment process relying on model portfolios from Dimensional Fund Advisors and Vanguard rather than individual manager discretion. Third-party research, executed through Charles Schwab's custody platform, informs tactical tilts within a long-term strategic allocation.

### Is Avalon Wealth Advisory compensated by commissions?

No. Avalon operates exclusively as a fee-only RIA. Client fees are calculated as a percentage of assets under management or through fixed retainer arrangements. The firm does not accept commissions, revenue-sharing, or soft-dollar payments from product providers, a structural safeguard that prevents the conflicts typical of broker-dealer models.

### Does Avalon invest in private equity or venture capital for its clients?

Avalon's client portfolios are built entirely from publicly traded securities and registered funds. The firm does not evaluate, recommend, or participate in private equity, venture capital, hedge fund, or direct real estate syndication opportunities. Its stated investment philosophy emphasizes liquidity, transparency, and cost minimization.

### What type of client does Avalon typically serve?

Avalon's primary clients are high-net-worth families, corporate executives, and small-business owners, many of whom relocated to the Hilton Head–Bluffton area from the Northeast or Midwest. Client relationships often span pre-retirement accumulation through multi-decade retirement distribution, and most households bring between $2 million and $10 million in investable assets.

### How is Avalon Wealth Advisory's custody structured?

Avalon holds client assets at Charles Schwab & Co., a third-party qualified custodian regulated by the SEC and FINRA. As an RIA, Avalon never takes physical custody of client funds. Clients receive trade confirmations, monthly statements, and annual tax documents directly from Schwab, a separation of duties that mitigates Ponzi-type risk.

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Last updated: 2026-06-03T20:00:00.000Z

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