llms.txt — AVL Advisory

# AVL Advisory LLC

> Fee-only fiduciary firm in Daytona Beach, Florida. Tax advisory, financial

> planning, wealth management, and outsourced accounting delivered in one

> coordinated relationship by Anthony Lupoli, CPA/PFS, CFP®, MAcc.

## About

- Founded 2021. Registered Investment Adviser. Fee-only — no commissions,

referral fees, or product compensation.

- 128 Orange Ave, Daytona Beach, FL 32114 | 386-334-9765

- Client assets custodied at Altruist. The firm never takes custody.

- Boutique by design: capped client roster, handled personally by Anthony Lupoli.

## Who it serves

High-earning professionals with equity compensation (RSU, ISO, NQSO, ESPP);

pre-retirees and retirees managing Roth conversion windows, IRMAA brackets, and

withdrawal sequencing; S-Corp and multi-entity business owners; high-net-worth

families with trust and multi-generational complexity.

## Fees

Wealth management: 1.00% up to $1M, 0.75% from $1M–$2M, 0.50% above $2M.

Financial planning from $300/month. Tax preparation priced separately.

All terms disclosed in writing before engagement. See Form ADV Part 2.

## Key pages

- Services: https://www.avladvisory.com/services

- Who I Help: https://www.avladvisory.com/whoihelp

- About: https://www.avladvisory.com/about

- FAQs: https://www.avladvisory.com/faqs

- Blog: https://www.avladvisory.com/blog

- Contact: https://www.avladvisory.com/contactus

AVL Advisory LLC

128 Orange Ave
Daytona Beach, FL 32114

alupoli@avladvisory.com
386-334-9765

Hours

Monday – Friday
9am – 5pm

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AVL Advisory LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are offered only where AVL Advisory LLC is properly registered, exempt from registration, or otherwise legally permitted. This website is for informational purposes only and does not constitute personalized investment, tax, legal, or accounting advice. Investing involves risk, including possible loss of principal. Please review AVL Advisory LLC’s Form ADV brochure for additional information about services, fees, and conflicts of interest.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of AVL Advisory LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. 

All testimonials and/or endorsements have been provided by real current and/or former clients. No current or former client was compensated, directly or indirectly, for providing these statements. AVL Advisory LLC gained each client's permission to publish their testimonial/endorsement.

Form ADV Part 2