TrueAdvisor
TrueAdvisor
AH
AH

Aaron Ray Harris

Lifepoint Planning
12 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Lifepoint Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
98 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$118.9M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Minimum annual fee of $10,800.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,800

Location

880 Carillon Parkway, St. Petersburg, FL, 33716

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
November 2019
Financial
April 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Aaron owns Internet Marketing Consultants, running websites that sell physical goods, dedicating minimal time. He also rents out his personal vehicles on Turo.com and Hyrecar.com, also dedicating minimal time.

Employment History
Current Registrations
Lifepoint Planning
September 2025 - Present · 5 mos
Previous Registrations
Raymond James & Associates, INC.
February 2018 - June 2025 · 7 yrs 4 mos
Raymond James & Associates, INC.Broker
February 2018 - June 2025 · 7 yrs 4 mos
Northwestern Mutual Investment Services,llc
May 2013 - February 2018 · 4 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
March 2013 - February 2018 · 4 yrs 11 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.