Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$10K
Loading...

Location

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023

Get directions

History

Regulatory History (3)
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
July 2021
Settled
Customer Dispute
May 2021
Settled
Customer Dispute
January 2021
Settled
Other Business Activities

Aaron is the President & CEO of Acadia Wealth Management LLC and owns Tenaron, LLC (real estate) and Tenarenta, LLC (boat rental). He also serves on the finance committee for Gulfshore Playhouse, a non-profit theater.

Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
August 2006 - Present · 19 yrs 6 mos
Previous Registrations
Financial Advisory Consultants, LLC
June 2006 - August 2006 · 2 mos
Triad Advisors, INC.Broker
August 2004 - August 2006 · 2 yrs
Mony Securities CorporationBroker
October 2003 - August 2004 · 10 mos
State Registrations34 states
ALAZCACOCTDEFLGAIDILINKYMAMDMEMIMNMONCNHNJNVNYOHPARISCSDTNTXVAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.