Avion Wealth, LLC Management Team
Summary
Avion Wealth, LLC is a fee‑only financial planning firm based in The Woodlands, TX. Founded in 2005, the company serves clients with personalized investment and retirement strategies while maintaining transparency through its fee‑only model. With a team of between ten and fifty professionals and annual revenue ranging from $10 million to $50 million, Avion Wealth balances local expertise with scalable resources.
Led by founder and CEO Paul Carroll CFP®, the firm employs specialists such as wealth managers Megan Beaufays and Ashley Dominey Stewart, relationship managers Christopher McBee and Ashley Owens, and a dedicated operations team headed by Chief Operations Officer Alana Wells. Support roles include marketing coordinator Sydney Kempler, event manager Olivia Schnell, administrative assistants Jill Handwerk, Karla Saez, Brittany Anderson, and business development Jena Hanna, as well as virtual assistant Erickesia and associate wealth manager Alex Amundson.
| Avion Wealth, LLC Website | avionwealth.com |
| Phone Number | 281-528-1200 |
| Industries | |
| Avion Wealth, LLC Headquarters Address | 2829 Technology Forest Blvd., The Woodlands, TX, 77381 US |
| Company Size | 10-50 employees |
| Specialities & Services | Fee Only Financial Planning |
| Founded | 2005 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-10-29 |
Estimated Website Traffic
The chart shows a growth in traffic to the avionwealth.com website. In September, traffic increased to 540, compared to 373 in the previous month. The highest traffic in 2026 was recorded in March, reaching 1326 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Avion Wealth, LLC's workforce includes employees across a wide range of tenure levels.
20% have been with the company for 1 to 2 years20% have been with the company for 3 to 4 years40% have been with the company for 5 to 7 years20% have been with the company for more than 11 years
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Avion Wealth, LLC Corporate Information: FAQ
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