About
An independent firm, owned by
the 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 sat
across 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.
Founded
2009, Houston
Assets under advice
$1.4B
Client families and companies
410
Ownership
100% employee-owned
By the numbers
Seventeen years of
independent advice.
$1.4B
assets under advice
410
families and companies
96%
clients who stay each year
2009
independent since
Values
What we
will 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.
