Aaron Niedorf
Aaron Niedorf is a registered investment advisor at Integrity Advisory Solutions, based in Dallas, TX, with 25 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
1445 Ross Ave Fl 55, Dallas, TX, 75202
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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 EVP of Sales at IFC National Marketing, an Insurance BGA, dedicating full-time hours to managing sales distribution and the team. He is also an IAR at TLG Advisors Inc, working on RIA business, but spends no time on this activity.
Employment History
Current Registrations
Integrity Advisory Solutions
Integrity Capital, LLC
Integrity Capital, LLCBroker
Previous Registrations
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ing Financial Partners, INC.Broker
Pruco Securities, LLC.Broker
Signator Investors, INC.Broker
State Registrations2 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.