Aaron Sevigny
Aaron Sevigny is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 22 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023
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Regulatory History (5)
Customer Dispute
January 2026Customer Dispute
January 2026Customer Dispute
July 2021Customer Dispute
May 2021Customer Dispute
January 2021Other 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 Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Financial Advisory Consultants, LLC
Triad Advisors, INC.Broker
Mony Securities CorporationBroker
State Registrations34 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.