Aaron Schwartz is a CFP-designated registered investment advisor at Mcfarland Associates, based in Monterey, CA, with 16 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 45 clients with $83M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
McFarland Associates' fees are based on the higher of 1.00% of annual cash flow or one tenth of 1.00% of a client’s assets, subject to a minimum initial fee of $5,000 upon presentation of the financial plan and a minimum ongoing fee of $625 per quarter if client has elected to receive the ongoing Comprehensive Financial Planning Service.
Location
80 Garden Court, Suite 230, Monterey, CA, 93940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron owns a private residence in Salinas, CA and provides private flight instruction as a pilot. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Mcfarland Associates
Previous Registrations
Npb Financial Group, LLCBroker
Npb Financial Group, LLC
State Registrations1 state
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