Aquiles Larrea
Aquiles Larrea is a registered investment advisor at Larrea Wealth Management, based in New York, NY, with 25 years of industry experience. Aquiles 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 58 clients with $14M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Annual retainer fees for financial planning may range up to $20,000, and are typically billed quarterly at the start of each quarter.
- Financial plan - Fees range from $3,950 to $20,000, depending on the complexity of your financial situation. Half the fee is due in advance, and the rest is due upon presentation of the plan.
- Hourly financial planning - Up to $300 per hour.
Location
165 Broadway 23 Floor, New York, NY, 10006
Get directionsHistory
Regulatory History (1)
Regulatory
March 2011Other Business ActivitiesSells Insurance
Aquiles sells and services fixed life, long-term care, and disability insurance, dedicating a few hours per week to this activity. He also prepares financial plans for hourly and flat fees, authors a book, coaches clients, and runs a membership website for retirement participants, spending minimal time on each of these activities.
Employment History
Current Registrations
Larrea Wealth Management
Previous Registrations
Securities Service Network, INC.Broker
Cambridge Investment Research, INC.Broker
LPL Financial CorporationBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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.