AS
CFP
AS
CFP

Aaron Starr

11 Years of Experience
Broker

Aaron Starr is a CFP-designated registered investment advisor at Edward Jones, based in Topeka, KS, with 11 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 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

4009 SW 10th Ave, Topeka, KS, 66604-1916

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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.

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Other Business Activities

Aaron is involved with several outside business activities, including working on his family farm, serving as a board member for a recovery services organization, and acting as Vice President of a firearms dealer. He also engages in woodworking and owns rental real estate, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Edward Jones
May 2014 - Present · 11 yrs 11 mos
Edward JonesBroker
April 2014 - Present · 12 yrs
State Registrations22 states
ALARAZCACOFLIDILKSMIMNMONCNENVNYOKORSCTXWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.