Aaron Anderson
Aaron Anderson is a CFP, ChFC-designated registered investment advisor at Fit Wealth Management, based in Centennial, CO, with 17 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 177 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.85% |
Assets over $4mm are negotiated on an individual basis. Some legacy clients’ fees are charged in arrears.
Fee Estimator
Location
6341 S. Troy Circle Unit E, Centennial, CO, 80111
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is a part-time lecturer at the University of Colorado teaching financial planning coursework, dedicating minimal time. He also works as an insurance consultant, spending a few hours per week on risk management through insurance consulting.
Employment History
Current Registrations
Fit Wealth Management
Previous Registrations
Cherry Hills Investment Advisors, INC.
Private Capital Management, LLC
Cobiz Wealth
AXA Advisors, LLC
State Registrations3 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.