AW
CFP
AW
CFP

Aaron Paul Waxman

15 Years of Experience
Sells Insurance
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
622 clients
Average Client Portfolio
$30.5M average
Assets Under Management
$19.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$15,000
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Location

345 California Street, Suite 1100, San Francisco, CA, 94104

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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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Other Business ActivitiesSells Insurance

Aaron is the Vice President of Oski Management Inc., a family office, overseeing investment management, dedicating a few hours per week. He is also a member of the Board of Managers for G2 Insurance Services, Inc., an insurance broker, spending minimal time on this role.

Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
January 2023 - Present · 3 yrs 1 mo
Cerity Partners LLC
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
B|o|s
July 2010 - November 2021 · 11 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.