Aaron Farnsley is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Port St. Joe, FL, with 32 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
202 Marina Drive, Suite 302, Port St. Joe, FL, 32456
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is the owner and chief compliance officer of Farnsley Wealth Management, LLC, a registered investment advisor, and a registered representative of Triad Advisors, LLC. He also works as an insurance agent, dedicating minimal time to this activity, and is involved with several non-investment related activities, including rental property ownership and volunteer positions at a church, yacht club, and arts center.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Farnsley Wealth Management, LLC
Previous Registrations
Triad Advisors LLCBroker
Securities Service Network, INC.Broker
Ifg Network Securities, INC.Broker
One Securities CorporationBroker
Multi-Financial Securities CorporationBroker
Sunamerica Securities, INC.Broker
Sun Investment Services CompanyBroker
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.