Aaron Jonathan Vickar

Focus Partners Wealth, LLC

23 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Focus Partners Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

823 advisors

Number of Clients

34,999 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$95.9B

Fee Structure

Minimum Annual Fee:$5,000

Location

190 Carondelet Plaza, Suite 600, Clayton, MO, 63105

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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.

Employment History

Current Registrations

Focus Partners Wealth, LLC

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Buckingham Strategic Wealth, LLC

March 2007 - July 2024 · 17 yrs 4 mos

Buckingham Asset Management INC

June 2003 - March 2007 · 3 yrs 9 mos

Royal Alliance Associates, INC.

March 2003 - May 2003 · 2 mos

Wealth Management Advisors, INC.

September 2002 - June 2003 · 9 mos

State Registrations4 states

AZFLMOTX

Advisor

Exams

No exam information available for this advisor.