Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
3,268 clients
Average Client Portfolio
$181K average
Assets Under Management
$591.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

912 Centennial Way, Suite 340, Lansing, MI, 48917

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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 ActivitiesSells Insurance

Aaron works as an insurance agent for Looking Glass Insurance Solutions, selling life and fixed insurance products since August 2024. This takes about half of Aaron's time, including time during securities trading hours.

Employment History
Current Registrations
Gradient Wealth Management
May 2025 - Present · 9 mos
State Registrations2 states
MIOH
Advisor
Exams
No exam information available for this advisor.