How We Help
Guiding You Forward with Clarity and Care
We are Fiduciaries
As fee-only fiduciary advisors, we are paid only by our clients. We do not accept commissions or outside compensation, which means our advice can remain objective, independent, and fully focused on your long-term good.
Our Interests Align with Yours
Because we are fee-only and independent, our business is built to align with our clients’ interests. We are not here to sell products. We are here to help you make wise decisions with confidence.
Total Fee Transparency
We want you to know exactly what you are paying for. Our transparent fee structure includes access to our full team and integrates investment management, financial planning, and tax guidance in one coordinated relationship.
Thoughtful, Cost-Conscious Investing
We also work to keep investment costs low, often meaningfully lower than what many investors would pay on their own. We see that as one more way to protect and strengthen your long-term results.
Form ADV is the uniform form used by investment advisers to register with both the Securities and Exchange Commission (SEC) and state securities authorities. We’re currently registered with the states of California, North Carolina, & Virginia. The ADV Part II is an easy-to-digest brochure that offers more details about our firm.
Our desire to offer clients fair treatment drives everything that we do. Our Code of Ethics offers more detail on how we operate as advisors.
Our clients are our most important asset, and their privacy matters to us. In short, we do not share our clients’ private information with anyone unless clients have given us permission and there is a need to know.
CAVU Wealth Advisors is a fee only advisor. We are compensated only by our clients via fully disclosed fees. We refuse commissions or any other misaligned third-party incentives.
We use SMS messaging sparingly, and never for marketing purposes. But we want our clients to be able to text us and know that their messages will be secure and confidential.