Avid Planning

Avid Planning (CRD# 284332) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $39,972,248 in 218 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
360 Central Avenue, Suite 1560, Saint Petersburg, FL 33701
https://www.linkedin.com/company/avidplanning/
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $183,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Avid Planning
Showing 1 - 2 of 2 top financial advisors.
1
William Arnold, financial advisor Saint Petersburg FL
William J. Arnold
CRD#: 4726501
360 Central Avenue, Suite 1560, Saint Petersburg, FL 33701

William Arnold (CRD# 4726501) is an Investment Advisor Representative working at Avid Planning in Saint Petersburg, FL and has over 18 years of experience in the finance industry.

2
David Harpool, financial advisor Saint Petersburg FL
David C. Harpool
CRD#: 4205173
360 Central Avenue, Suite 1560, Saint Petersburg, FL 33701

David Harpool (CRD# 4205173) is an Investment Advisor Representative working at Avid Planning in Saint Petersburg, FL and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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