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Aventus Investment Advisors, Inc.

Guidance - Financial & Estate Planning, Financial Planning,

About us

Aventus Investment Advisors, Inc. is a fee only fiduciary financial advisory firm that is client focused, always looking to provide unbiased advice on investment options and financial planning topics for our clients. We measure success based on our clients' success and accolades received from our clients. Our team includes a full complement of experienced professionals including a Chartered Financial Analyst (CFA) as Chief Investment Officer, two Certified Financial Planners (CFPs) with over 25 years of experience, and two CFPs in training.

Services we offer

We offer comprehensive financial planning and investment management services to our clients. Financial planning includes retirement planning, education planning, and goal planning. Investment management includes advice on investment strategies in stocks, bonds, real estate and commodities. We also provide advice on risk management through insurance.

Services we don't offer

We do not offer variable annuities or commission-based brokerage products.

Reviews
5.01 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
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Showing 1-1 of 1 reviews
Jennifer P.
Jan 2017
5.0
Guidance - Financial & Estate Planning
Yes, I recommend this pro
The Aventus Team, led by Jeff Hare, is innovative with their approach to investment strategy. We have been working with Aventus for almost 3 years and have seen respectable returns on our investment portfolios. The Team listens to our long and short term objectives including possible immediate cash needs as we go. We find the fee structure to be competitive and the professional handling of our accounts exemplary.

Licensing

Licensed*

Trade License Number

153390

Trade License Locale

Florida, NC, NH, Nationwide

Trade License Authority

FINRA, Florida Office of Financial Regulation, NC Secretary of State,

Trade License Expiration

12/31/2050

State Contractor License Requirements

All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.

*Contact business to see additional licenses.

FAQ

Aventus Investment Advisors, Inc. is currently rated 5.0 overall out of 5.

Monday: 9:00 AM - 5:00 PM Tuesday: 9:00 AM - 5:00 PM Wednesday: 9:00 AM - 5:00 PM Thursday: 9:00 AM - 5:00 PM Friday: 9:00 AM - 5:00 PM

No, Aventus Investment Advisors, Inc. does not offer free project estimates.

No, Aventus Investment Advisors, Inc. does not offer eco-friendly accreditations.

No, Aventus Investment Advisors, Inc. does not offer a senior discount.

No, Aventus Investment Advisors, Inc. does not offer emergency services.

No, Aventus Investment Advisors, Inc. does not offer warranties.

Aventus Investment Advisors, Inc. offers the following services: We offer comprehensive financial planning and investment management services to our clients. Financial planning includes retirement planning, education planning, and goal planning. Investment management includes advice on investment strategies in stocks, bonds, real estate and commodities. We also provide advice on risk management through insurance.

We do not offer variable annuities or commission-based brokerage products.