Aaron Wayne Schuler

13 Years of Experience

BrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Beam Wealth Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

2,151 clients

Average Client Portfolio

$611K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$75K

Location

4640 S 3500 W, Suite 2, West Haven, UT, 84401

Get directions

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.

Other Business ActivitiesSells Insurance

Aaron is a financial advisor with Beam Wealth Advisors and Mountain West Wealth LLC, and a contractor for Davis Financial LLC. He also sells fixed insurance products, works as a certified divorce financial analyst, prepares taxes, runs a marketing company, and hosts a YouTube channel.