Avanti Shetye, MBA, CFA, CFP®
Fee-Only Financial Planning for High Earners & Retirees
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Serving Clients Nationwide
Fee-Only Financial Planning for High Earners & Retirees
Areas of Focus
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- High Net Worth
- Investing
- Retirement Planning
- Social Security
- Tax-Aware Retirement Income Coordination
- Tax-Smart Distribution Planning
About Avanti Shetye, MBA, CFA, CFP®
Most of my clients come to me at an inflection point.A corporate executive in her late 50s with a retirement date on the calendar but no coordinated plan. A tech professional navigating RSU vesting, rising taxes, and the growing sense that his financial life has gotten too complicated to manage alone. A retiree who has done everything right but isn't sure his income strategy will hold for 30 years.
These are smart, accomplished people. The problem is rarely a lack of intelligence — it's a lack of structure.
I'm Avanti Shetye, CFA, CFP® and the founder of Wealthwyzr LLC, a fee-only, advice-only financial planning firm based in Maryland, serving clients nationwide.
Before becoming a financial planner, I spent over a decade in institutional finance — conducting financial and economic research across U.S. and international markets and managing portfolios valued at more than $800 million. I hold an MBA in Finance from Boston University, a Master's in Electrical Engineering from the University of Maryland, the CFA charter, and the CFP® certification.
That background is what led me to financial planning. I wanted to bring institutional-grade discipline to real people making real decisions — not just big corporations.
My planning work focuses on retirement income design, Roth conversion and tax strategy, equity compensation planning (RSUs, ISOs, NSOs, ESPP), and integrated financial planning for households navigating significant wealth and complexity.
I've been featured in Business Insider, Forbes, Fortune, Investopedia, and U.S. News & World Report.
As a fee-only, advice-only fiduciary, I don't sell products and I don't earn commissions. My only incentive is advice that is genuinely in your best interest.
Schedule a free introductory call at wealthwyzr.com/calendar.
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
Primary Location
Ellicott City, Maryland
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- 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 is a fee-only, advice-only registered investment adviser based in Ellicott City, Maryland, serving clients nationwide.We work with high-net-worth retirees, pre-retirees, and high-earning professionals who want comprehensive, coordinated financial planning — not product recommendations.
🔹 High-Net-Worth Retirees — Sustainable income design, Social Security optimization, and tax-efficient distribution strategies for a 30+ year retirement.
🔹 Pre-Retirees (50s–early 60s) — Retirement readiness modeling, Roth conversion windows, and transition planning so you retire on your terms.
🔹 High-Earning Professionals (30s–40s) — Structure and strategy for complex financial lives: equity compensation, rising taxes, and long-term wealth building.
✅ Retirement Income Design
✅ Roth Conversion & Tax Planning
✅ Equity Compensation Planning (RSUs, ISOs, NSOs, ESPP)
✅ Portfolio Construction & Risk Management
✅ Comprehensive Financial Planning
No products. No commissions. No conflicts of interest.
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
- Painting
- Reading
- Tennis
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Technology Professionals
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