Lavoie Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Lavoie Wealth Advisors LLC is a newly formed registered investment advisor that offers discretionary wealth management, investment management and financial planning services to individuals, high‑net‑worth clients, trusts and estates. Although the firm is categorized as an investment manager, its disclosure describes client‑facing advisory services rather than the management of pooled or institutional vehicles, and it has not yet reported assets under management.
The firm’s investment process combines fundamental analysis with Modern Portfolio Theory to construct primarily long‑term portfolios centered on exchange‑traded funds and low‑cost, diversified mutual funds, with selective use of individual equities and cash positions for hedging or tax considerations. Lavoie provides discretionary portfolio oversight, retirement‑account fiduciary advice under ERISA/IRC standards, and separate financial planning engagements tailored to client needs.
Noteworthy aspects in the brochure include that the firm is newly established and emphasizes institutional custody relationships with Fidelity and Schwab, from which it receives research, technology and operational support; the firm does not accept custody of client assets except for authorized fee deductions. The advisor’s principal holds the CFA charter, the firm maintains a written Code of Ethics and personal‑trading policies (with supervisory review), and it does not manage proprietary funds or charge performance‑based fees.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Financial planning fixed fees range from $7,500 to $20,000 per engagement.
$0 - $4,000,000: 1.00% annually $4,000,001 - $8,000,000: 0.80% annually $8,000,001+: 0.60% annually
Account minimum: $1,000,000 Fee-only: Financial planning fixed fees range from $7,500 to $20,000 per engagement, payable via ACH payment.
Main office location
Lavoie Wealth Advisors LLC
Cambridge MA, United States
Number of offices
2
Most active in
Lavoie Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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