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Avier Wealth Advisors
Focused on comprehensive financial planning and investment advisory strategies for highly compensated tech employees. | Avier Wealth Advisors provides...
Avier Wealth Advisors
Focused on comprehensive financial planning and investment advisory strategies for highly compensated tech employees. | Avier Wealth Advisors provides comprehensive financial planning and investment advisory services on a fee-only basis to individuals and families. As a Fiduciary, we are committed and legally obligated to provide advice that is in in your best interest. We strive to build enduring partnerships based on mutual trust, shared values, and sound investment strategies.
General information
Firm type
Asset Manager
Year founded
2010
Location
Region
North America
Country
United States
City
Bellevue
Corporate office
Bellevue, WA, United States
Principals
Stuart A. Jones Jr.
CEO & Wealth Advisor
Russell E. Bekins
Managing Director & Wealth Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Avier Wealth Advisors?
CEO Stuart A. Jones Jr. leads the firm's investment committee and overall asset management strategy, supported by Managing Director Russell E. Bekins. The team constructs portfolios using a combination of in-house research and third-party manager due diligence, with a heavy emphasis on tax-aware implementation for clients holding concentrated equity positions.
What is Avier's approach to managing concentrated stock positions?
Avier specializes in pre- and post-liquidity planning for corporate executives holding large blocks of employer stock. The firm coordinates with tax counsel on 10b5-1 trading plans, options exercise strategies, charitable remainder trusts, and donor-advised fund contributions — designing exit sequences that minimize tax drag before deploying proceeds into diversified portfolios.
Is Avier affiliated with any larger financial institution?
No. Avier was founded as an independent RIA, deliberately breaking from the wirehouse model. Stuart Jones Jr. established the firm to operate without proprietary product mandates or institutional conflicts, and it remains independently owned with no parent company.
How is Avier compensated for its advisory services?
As a fee-only RIA, Avier charges clients directly through assets-under-management fees and, in some cases, flat planning retainers. The firm does not accept commissions, referral fees, or revenue-sharing from product providers, aligning its compensation with the fiduciary standard it maintains.
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