AF
CFA · CFP
AF
CFA · CFP

Aaron C. Fry

15 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15843 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.10%
$2.0M - $5.0M0.90%
$5M+0.70%

Gross Advisory Fee for Fidelity Advisory Services is 1.10% on all assets. Fees are reduced by a Credit Amount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1261 Roseville Parkway, Roseville, CA, 95678-9998

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.

Learn about disclosures →
Other Business Activities

Aaron is a band member in Radio Panic, a local band that plays weddings and other venues. He dedicates minimal time on weekends to this activity.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 11 mos
Fidelity Brokerage Services LLC
February 2013 - Present · 13 yrs
Fidelity Brokerage Services LLCBroker
February 2013 - Present · 13 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
February 2013 - July 2018 · 5 yrs 5 mos
Amerivest Investment Management, LLC
July 2011 - January 2013 · 1 yr 6 mos
TD Ameritrade, INC.
July 2011 - January 2013 · 1 yr 6 mos
TD Ameritrade, INC.Broker
July 2011 - January 2013 · 1 yr 6 mos
Morgan Stanley Smith Barney LLC
April 2010 - July 2011 · 1 yr 3 mos
Morgan Stanley Smith BarneyBroker
April 2010 - July 2011 · 1 yr 3 mos
State Registrations25 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.