Avanti Shetye, MBA, CFA, CFP®
Fee-Only Financial Planning for People Planning to Retire
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Serving Clients Nationwide
Fee-Only Financial Planning for People Planning to Retire
Areas of Focus
- Education Funding
- Education Needs and Funding Analysis
- Employee Benefits
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- High Net Worth
- Insurance
- Investing
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving for College
- Taxes
- Women & Wealth
About Avanti Shetye, MBA, CFA, CFP®
I know managing money can feel overwhelming—there’s so much advice out there, and it’s hard to know what actually applies to you. That’s where I come in.I’m a fee-only, advice-only financial planner and the founder of Wealthwyzr, LLC, where I help retirees, pre-retirees, and young families make sense of their finances, build wealth, and plan for the future—without all the sales pitches or confusing jargon.
Before becoming a financial planner, I spent several years as an electrical engineer—so problem-solving and attention to detail are second nature to me. After earning my MBA in finance from Boston University, I went on to manage an $800 million portfolio for a large institution for about a decade. But I realized I wanted to help real people with their money, not just big corporations. That’s what led me to financial planning—where I get to simplify complex financial decisions and help families build lasting wealth.
I got into financial planning because I’ve seen too many people second-guess their money decisions, worried they’re doing something wrong. The truth is, you don’t need to be a finance expert to build a great life—you just need a solid plan and the right guidance. That’s what I love helping people with.
My approach is straightforward and judgment-free—whether you’re getting ready to retire, juggling multiple goals, or just want to know if you’re on the right track, I’m here to make it easier.
Use the link to schedule a free complimentary meeting with me.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
- Master of Business Administration (MBA)
Affiliations
-
CFA Institute
- CFP Board
- Measure Twice Planners
- National Association of Personal Financial Advisors
- XY Planning Network
- CFP Board
Primary Location
Ellicott City, Maryland
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Offers Advice-Only Services
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute discovery call. This is your chance to speak with me about what you want to achieve through financial planning, and understand how I can help you achieve your goals. Think of this call as a screening interview. I look forward to speaking with you.About Wealthwyzr
Wealthwyzr, LLC helps you make informed financial decisions, empowering you to achieve your life goals with confidence. We provide proactive guidance on how to manage your cash flow, how to reduce your lifetime taxes and how to invest prudently.Who We Serve
We specialize in working with:
🔹 Retirees & Pre-Retirees – You’ve worked hard to build your wealth, and now it’s time to make it last. We help you create a sustainable retirement income plan, optimize Social Security, and minimize taxes so you can retire with confidence.
🔹 Young Families & Professionals – You’re juggling a career, kids, and big financial decisions. We help you manage cash flow, invest wisely, navigate stock compensation, and save for major goals—without sacrificing the present.
What We Do
We offer fee-only, advice-only financial planning, meaning we don’t sell products or earn commissions. Instead, we provide:
✅ Comprehensive Financial Planning – A tailored, big-picture approach to your finances
✅ Retirement & Investment Strategies – Helping you build and protect long-term wealth
✅ One-Time & Ongoing Planning – Choose the level of guidance that fits your needs
✅ Tax-Efficient Strategies – Smart planning to minimize taxes now and in the future
✅ Stock Compensation & Equity Planning – Guidance on RSUs, ISOs, ESPP, and more
Why Work With Us?
🔹 No Sales. No Commissions. Just Advice. Our only priority is your financial success.
🔹 Complex Topics, Simplified. We break down financial concepts into clear, actionable steps.
🔹 A Personalized Approach. Every client’s situation is unique—we provide guidance tailored to you.
🔹 Fiduciary, Fee-Only. We always act in your best interest, with complete transparency.
Education
Questrom School of Business, Boston University MBA, Finance | University of Maryland - A. James Clark School of Engineering, Master of Science (MS), Electrical Engineering | University of Mumbai, Bachelor of Engineering, Electronics Engineering
Volunteer Experience
I provide education in investing and personal finance through YouTube and community events.
Hobbies and Interests
- Family
- Gardening
- Music
- Painting
- Tennis
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Young Families
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