{"id":59,"date":"2026-10-27T19:56:39","date_gmt":"2026-10-27T19:56:39","guid":{"rendered":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/pricing\/"},"modified":"2026-10-27T19:58:00","modified_gmt":"2026-10-27T19:58:00","slug":"pricing","status":"publish","type":"page","link":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/pricing\/","title":{"rendered":"Pricing"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"59\" class=\"elementor elementor-59\">\n\t\t\t\t<div class=\"elementor-element elementor-element-86d55e5 e-con-full e-flex e-con e-parent\" data-id=\"86d55e5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-93af739 elementor-widget elementor-widget-averline-page-hero\" data-id=\"93af739\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-page-hero.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<section class=\"av-phero\"><div class=\"av-wrap\"><nav class=\"av-crumbs\" aria-label=\"Breadcrumb\"><a href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/\">Home<\/a><span>\/<\/span><span>Pricing<\/span><\/nav><div class=\"av-phead\"><div><span class=\"av-kicker\"><i><\/i>Pricing<\/span><h1 class=\"av-d-xl\"><span class=\"av-ink\">Transparent fees,<\/span><span class=\"av-mute\">written down before you&nbsp;sign.<\/span><\/h1><\/div><p class=\"av-lead\">Three ways to work with us. No commissions, no product fees paid to us and no surprises on your statement.<\/p><\/div><\/div><\/section>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<section class=\"elementor-element elementor-element-081c2ce e-con-boxed av-sec e-flex e-con e-parent\" data-id=\"081c2ce\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1d3e837 elementor-widget elementor-widget-averline-plans\" data-id=\"1d3e837\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-plans.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-plans\"><div class=\"av-plan\"><div class=\"av-top\"><h3>Planning<\/h3><\/div><div class=\"av-pr\"><b>$4,800<\/b><span>per year<\/span><\/div><p>For families who want a written plan and two reviews a year, with or without us managing investments.<\/p><ul><li><i aria-hidden=\"true\">\u2713<\/i>Written financial plan<\/li><li><i aria-hidden=\"true\">\u2713<\/i>Tax projection every fall<\/li><li><i aria-hidden=\"true\">\u2713<\/i>Retirement and education analysis<\/li><li><i aria-hidden=\"true\">\u2713<\/i>Two review meetings a year<\/li><\/ul><a class=\"av-btn av-btn-dark\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/book\/\">Book a consultation<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/a><\/div><div class=\"av-plan av-hl\"><div class=\"av-top\"><h3>Wealth management<\/h3><span class=\"av-flag\">Most chosen<\/span><\/div><div class=\"av-pr\"><b>1.00%<\/b><span>of assets, blended<\/span><\/div><p>Planning plus investment management. The rate falls as assets grow; see the calculator.<\/p><ul><li><i aria-hidden=\"true\">\u2713<\/i>Everything in Planning<\/li><li><i aria-hidden=\"true\">\u2713<\/i>Managed portfolio and rebalancing<\/li><li><i aria-hidden=\"true\">\u2713<\/i>Tax-loss harvesting<\/li><li><i aria-hidden=\"true\">\u2713<\/i>Quarterly reports<\/li><\/ul><a class=\"av-btn av-btn-mint\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/book\/\">Book a consultation<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/a><\/div><div class=\"av-plan\"><div class=\"av-top\"><h3>Fractional CFO<\/h3><\/div><div class=\"av-pr\"><b>$6,500<\/b><span>per month<\/span><\/div><p>Two to eight days a month of senior finance leadership for companies from $3M to $40M in revenue.<\/p><ul><li><i aria-hidden=\"true\">\u2713<\/i>13-week cash forecast<\/li><li><i aria-hidden=\"true\">\u2713<\/i>Monthly close and KPIs<\/li><li><i aria-hidden=\"true\">\u2713<\/i>Budget and pricing models<\/li><li><i aria-hidden=\"true\">\u2713<\/i>Lender and board reporting<\/li><\/ul><a class=\"av-btn av-btn-dark\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/book\/\">Book a consultation<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/a><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-57c6f1f av-note av-mt elementor-widget elementor-widget-text-editor\" data-id=\"57c6f1f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Sample pricing for this template. Wealth management minimum: $750,000 in assets. Fees are billed quarterly in arrears.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-6b03c76 e-con-boxed av-sec av-on-deep e-flex e-con e-parent\" data-id=\"6b03c76\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a06f136 elementor-widget elementor-widget-averline-section-head\" data-id=\"a06f136\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-section-head.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-head\"><div><span class=\"av-kicker\"><i><\/i>Fee calculator<\/span><h2 class=\"av-d-l\"><span class=\"av-ink\">Estimate&nbsp;your<\/span><span class=\"av-mute\">wealth management&nbsp;fee.<\/span><\/h2><\/div><a class=\"av-btn av-btn-mint\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/fees\/\">Open the full calculator<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/a><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7cf88f0 elementor-widget elementor-widget-averline-fee-calc\" data-id=\"7cf88f0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-fee-calc.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-calc\" data-av-fee=\"{&quot;max&quot;:10000000,&quot;tiers&quot;:[[0,1000000,1],[1000000,3000000,0.8000000000000000444089209850062616169452667236328125],[3000000,5000000,0.59999999999999997779553950749686919152736663818359375],[5000000,0,0.40000000000000002220446049250313080847263336181640625]],&quot;locale&quot;:&quot;en-US&quot;}\"><div class=\"av-in\"><label for=\"av-aum-7cf88f0\">Assets we would manage<output data-aum for=\"av-aum-7cf88f0\">$2,000,000<\/output><\/label><input id=\"av-aum-7cf88f0\" type=\"range\" min=\"750000\" max=\"10000000\" step=\"50000\" value=\"2000000\" style=\"--avm-p:13.51%\"><table class=\"av-tiers\"><thead><tr><th>Portion of assets<\/th><th>Annual rate<\/th><\/tr><\/thead><tbody><tr data-tier=\"0\" class=\"av-on\"><td>First $1M<i class=\"av-tbar\" aria-hidden=\"true\" style=\"--av-u:1\"><\/i><\/td><td>1.00%<\/td><\/tr><tr data-tier=\"1\" class=\"av-on\"><td>$1M \u2013 $3M<i class=\"av-tbar\" aria-hidden=\"true\" style=\"--av-u:0.5\"><\/i><\/td><td>0.80%<\/td><\/tr><tr data-tier=\"2\"><td>$3M \u2013 $5M<i class=\"av-tbar\" aria-hidden=\"true\" style=\"--av-u:0\"><\/i><\/td><td>0.60%<\/td><\/tr><tr data-tier=\"3\"><td>Above $5M<i class=\"av-tbar\" aria-hidden=\"true\" style=\"--av-u:0\"><\/i><\/td><td>0.40%<\/td><\/tr><\/tbody><\/table><\/div><div class=\"av-out\"><span class=\"av-eyebrow\">Your estimated annual fee<\/span><b class=\"av-big\" data-fee-year>$18,000<\/b><small>Billed quarterly in arrears, about <b data-fee-q>$4,500<\/b> per quarter<\/small><div class=\"av-kv2\"><div><span>Effective rate<\/span><b data-fee-rate>0.90%<\/b><\/div><div><span>Per month<\/span><b data-fee-month>$1,500<\/b><\/div><\/div><p class=\"av-note\">Each portion of your assets is billed at its own rate. Planning and tax work are included. Sample schedule for this template.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-87b22a6 e-con-boxed av-sec e-flex e-con e-parent\" data-id=\"87b22a6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-618f985 e-grid e-con-full av-g-faq e-con e-child\" data-id=\"618f985\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-27600c9 e-con-full e-flex e-con e-child\" data-id=\"27600c9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3bc3734 elementor-widget elementor-widget-averline-section-head\" data-id=\"3bc3734\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-section-head.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-headstack\"><span class=\"av-kicker\"><i><\/i>FAQ<\/span><h2 class=\"av-d-l\"><span class=\"av-ink\">Questions about&nbsp;fees<\/span><span class=\"av-mute\">and how we&nbsp;work.<\/span><\/h2><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4497fef e-con-full e-flex e-con e-child\" data-id=\"4497fef\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1c7e624 elementor-widget elementor-widget-averline-faq\" data-id=\"1c7e624\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-faq.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-faqs\"><details><summary>What does fee-only mean?<span class=\"av-pm\" aria-hidden=\"true\"><\/span><\/summary><p>We are paid only by our clients. We do not earn commissions, sell insurance or receive payments from fund companies.<\/p><\/details><details><summary>Is Averline a fiduciary?<span class=\"av-pm\" aria-hidden=\"true\"><\/span><\/summary><p>Yes. As a registered investment adviser we act as a fiduciary at all times, which means we must put your interests first.<\/p><\/details><details><summary>Is there a minimum?<span class=\"av-pm\" aria-hidden=\"true\"><\/span><\/summary><p>Investment management starts at $750,000 in assets. Planning and fractional CFO services have no asset minimum.<\/p><\/details><details><summary>Where is my money held?<span class=\"av-pm\" aria-hidden=\"true\"><\/span><\/summary><p>Your accounts stay in your name at an independent custodian. We can manage them, but we cannot withdraw money for ourselves.<\/p><\/details><details><summary>How often will we meet?<span class=\"av-pm\" aria-hidden=\"true\"><\/span><\/summary><p>Twice a year for a full review, plus calls whenever something changes. Business clients meet monthly.<\/p><\/details><details><summary>Do you work with clients outside Texas?<span class=\"av-pm\" aria-hidden=\"true\"><\/span><\/summary><p>Yes. Most meetings are by video, and we work with clients across the United States in English and Spanish.<\/p><\/details><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-e931f59 e-con-full e-flex e-con e-parent\" data-id=\"e931f59\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-29639fa elementor-widget elementor-widget-averline-cta-band\" data-id=\"29639fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-cta-band.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<section class=\"av-cta\"><img loading=\"lazy\" decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw.webp\" class=\"attachment-full size-full\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw.webp 1672w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw-300x169.webp 300w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw-1024x576.webp 1024w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw-768x432.webp 768w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw-1536x864.webp 1536w\" sizes=\"auto, (max-width: 1672px) 100vw, 1672px\" \/><div class=\"av-wrap\"><div><span class=\"av-kicker\"><i><\/i>First conversation<\/span><h2 class=\"av-d-l\"><span class=\"av-ink\">Every plan starts&nbsp;with<\/span><span class=\"av-mute\">one honest conversation.<\/span><\/h2><p class=\"av-lead\">Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.<\/p><\/div><div class=\"av-book av-glass\"><h4>Choose a time this week<\/h4><div class=\"av-slot\"><span>Tue \u00b7 Oct 27<\/span><span>10:00 am<\/span><\/div><div class=\"av-slot av-on\"><span>Wed \u00b7 Oct 28<\/span><span>2:30 pm<\/span><\/div><div class=\"av-slot\"><span>Thu \u00b7 Oct 29<\/span><span>9:00 am<\/span><\/div><a class=\"av-btn av-btn-mint\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/book\/\">Request this time<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/a><\/div><\/div><\/section>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Planning from $4,800 a year, wealth management from 1.00% blended and fractional CFO from $6,500 a month.<\/p>\n","protected":false},"author":0,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-59","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/pages\/59","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/types\/page"}],"replies":[{"embeddable":true,"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/comments?post=59"}],"version-history":[{"count":4,"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/pages\/59\/revisions"}],"predecessor-version":[{"id":209,"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/pages\/59\/revisions\/209"}],"wp:attachment":[{"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/media?parent=59"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}