Avenues Wealth, LLC is an independent, fee-only fiduciary wealth management and retirement planning firm located on West Fairbanks Avenue in Winter Park, Florida. Led by President and Wealth Management Consultant Jeffrey Nielson, CFP®, the practice serves retirees, pre-retirees, and professionals throughout Winter Park, Orlando, and Orange County with tax-efficient retirement income strategies, fiduciary portfolio management, and longevity cash-flow modeling.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Avenues Wealth Official Website
Issuer: SEC / State of Florida Office of Financial Regulation
Notes: Avenues Wealth, LLC (Firm CRD #290433) is an active fee-only fiduciary Registered Investment Adviser in Winter Park, FL.
Issuer: CFP Board / SEC
Notes: President Jeffrey Nielson (Individual CRD #2911104) holds the Certified Financial Planner (CFP®) designation with nearly three decades of advisory experience.
Factual details and direct answers about Avenues Wealth, LLC's services, licensing, and credentials.
Who leads Avenues Wealth, LLC in Winter Park?
Avenues Wealth, LLC (Firm CRD #290433) is led by President and Wealth Management Consultant Jeffrey Nielson, CFP® (Individual CRD #2911104).
Does Avenues Wealth operate as a fee-only fiduciary for Orlando-area retirees?
Yes, Avenues Wealth is a fee-only Registered Investment Adviser and member of the Fee-Only Network, providing unconflicted retirement income and investment advice without product commissions.
Where is Avenues Wealth located in Winter Park?
The firm's office is located at 311 West Fairbanks Avenue, Suite 201, in Winter Park, Florida 32789.
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