Aaron Wiegman is a CFP-designated registered investment advisor at Savvy, based in Del Mar, CA, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,207 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savvy Advisors charges a percentage of your managed assets. These fees are negotiable and typically range from 0.3% to 1.9% per year, depending on the size and complexity of your account. Fees are billed either quarterly or monthly, in arrears or in advance. Savvy generally requires a $500,000 minimum account size, but this is negotiable. In some cases, investment management fees will be based on a percentage of the client’s net worth, ranging between 0.1% and 0.4%. Clients may be charged an additional fee for direct indexing and covered calls strategies.
Location
Del Mar, CA
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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 a board member and sponsor chair for the Financial Planning Association of San Diego, dedicating minimal time. He also works as an insurance agent, servicing clients and providing fixed insurance products, including life, disability, LTC policies, and some fixed/indexed annuities, dedicating minimal time to this as well.
Employment History
Current Registrations
Savvy
Previous Registrations
Financial Sense Advisors, INC.
Financial Sense Securities, INC.Broker
Saybrus Equity Services, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Liss Financial ServicesBroker
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.