Aaron Hevle is a registered investment advisor at World Equity Group, INC., based in Houston, TX, with 24 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
1800 West Loop South, Unit 1700, Houston, TX, 77027
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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 an agent selling fixed life insurance and fixed annuity products, also receiving trails and overrides. He is also the Director of Finance at Exponent Prosperity Accelerator Advisers LLC, where he dedicates about half his time to financial statement preparation, transition planning, and business valuation services.
Employment History
Current Registrations
World Equity Group, INC.Broker
World Equity Group, INC.
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
MML Investors Services, LLCBroker
New England SecuritiesBroker
Msi Financial Services, INC.Broker
D.B. Frank Investments, INC.Broker
Digital Securities, INC.Broker
Fimi Securities, INC.Broker
State Registrations1 state
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.