TrueAdvisor
TrueAdvisor
AN
AN

Aaron Michael Nelson

Waverly Advisors, LLC
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Waverly Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
10,085 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$16.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000

Location

600 University Park Place, Suite 501, Birmingham, AL, 35209

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Waverly Advisors, LLC
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Emerant Wealth, LLC
February 2016 - January 2022 · 5 yrs 11 mos
Warren Averett Asset Management, LLC
May 2015 - December 2015 · 7 mos
Amn Investments
September 2009 - May 2015 · 5 yrs 8 mos
Pfm Capital Management LLC
May 2009 - August 2009 · 3 mos
Stanford Group Company
April 2008 - March 2009 · 11 mos
Morgan Keegan & Company, INC.
February 2003 - April 2008 · 5 yrs 2 mos
State Registrations3 states
ALFLGA
Advisor
Exams
No exam information available for this advisor.