About
An independent firm, owned bythe people who advise you.
Averline was founded in Houston in 2009 to give families and owners the kind of advice that is usually reserved for institutions.
Our story
Built by people who satacross the table.
Our founders worked in corporate finance and saw how often advice followed commissions. Averline is the firm they wanted for their own families: fee-only, independent and built around a written plan.
Founded2009, Houston
Assets under advice$1.4B
Client families and companies410
Ownership100% employee-owned
By the numbers
Seventeen years ofindependent advice.
$1.4Bassets under advice
410families and companies
96%clients who stay each year
2009independent since
Values
What wewill always do.
01
Say the fee in dollars
Every proposal shows what you will pay each year, in dollars, before you sign.
02
Put it in writing
Every recommendation is written down with its reason, so you can hold us to it.
03
Work with your team
We coordinate with your CPA, attorney and banker instead of replacing them.
First conversation
Every plan starts withone honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.