Disclosures
Regulatory disclosures.
The documents every family receives before engaging us, filed with our regulators and published here in full.
Filed documents
Everything we are required to share.
Form ADV Part 2AOur firm brochure: the services we provide, how we are compensated, and the conflicts we are required to disclose.View document
Form CRSA brief client relationship summary of what it means to work with us, written in plain language.View document
Privacy NoticeHow we collect, use, and safeguard the personal information of the families we serve.View document
Investment advisory services offered through Tred Avon Family Wealth, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. This material is intended for informational purposes only. It should not be construed as legal or tax advice.
Investment advisor registration
Tred Avon Family Wealth, LLC is registered with the U.S. Securities and Exchange Commission as an investment advisor. Registration does not imply any level of skill or training.
Professional certification
The CERTIFIED FINANCIAL PLANNER™ certification is granted by the Certified Financial Planner Board of Standards, Inc. Information about the certification, its standards of conduct, and the professionals who hold it is published by the CFP Board at cfp.net.
Reporting a concern
Concerns about the firm or any of its representatives may be directed to the principal officer at bspurry@tredavonfamilywealth.com or by mail to the office address listed in the footer.