Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
12,626 clients
Average Client Portfolio
$117K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
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Location

806 Hastings St., Ste J, Traverse City, MI, 49686

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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 owns Integrity Window Cleaning, a window washing business, since 2018. He spends about 10-20% of his time on this activity, which includes cleaning windows, bookkeeping, invoicing, and providing quotes, but not during trading hours.

Employment History
Current Registrations
Hbw Advisory Services LLC
February 2025 - Present · 1 yr
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.