AT
CFP
AT
CFP

Aaron Phillip Tellez

25 Years of Experience
4 DisclosuresBrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
6151 advisors
Number of Clients
481,566 clients
Average Client Portfolio
$716K average
Assets Under Management
$344.9B

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.50%
$10M+1.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

9205 W. Russell Road, Suite 240, Las Vegas, NV, 89148

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2019
Denied
Customer Dispute
April 2003
Denied
Customer Dispute
April 2003
Denied
Customer Dispute
March 2003
Denied
Other Business ActivitiesSells Insurance

Aaron is an owner of Tellez Wealth Management, working as a financial advisor since 2017. Since May 2024, Aaron also works with an insurance brokerage firm to select the best insurance policy for clients, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2017 - Present · 8 yrs 2 mos
Raymond James Financial Services, INC.Broker
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
November 2014 - December 2017 · 3 yrs 1 mo
Raymond James & Associates, INC.Broker
November 2014 - December 2017 · 3 yrs 1 mo
Securities America, INC.Broker
May 2009 - October 2011 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
April 2009 - December 2014 · 5 yrs 8 mos
Ameriprise Financial Services, INC.
April 2009 - December 2014 · 5 yrs 8 mos
UBS Financial Services INC.
December 2002 - April 2009 · 6 yrs 4 mos
UBS Financial Services INC.Broker
November 2002 - April 2009 · 6 yrs 5 mos
Salomon Smith Barney INC.Broker
October 2000 - December 2002 · 2 yrs 2 mos
State Registrations30 states
AKALARAZCACODCFLHIILINLAMAMTNCNDNHNJNMNVNYORPASCTXUTVAWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.