Cesar Castaneda is a registered investment advisor at Aa Financial Services, based in Kirkland, WA, with 14 years of industry experience. Cesar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 7 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
AA Financial Services offers investment advisory services for a fixed fee for the first year:
- Upon signing the contract: $400
- Upon completion of planning and implementation: $600
- Six months after implementation (review and report): $500
- One year after implementation (rebalancing, evaluation, annual report): $500
After the first year, if the portfolio is $100,000 or more, there is an annual fee of 1% of the portfolio balance, less any investment consultation fees already paid during the year. Investment consultation is billed at $300 per hour.
Location
Kirkland, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cesar is a sole proprietor CPA engaged in public accounting services since 2011. He dedicates nearly full-time to this practice.
Employment History
Current Registrations
Aa Financial Services
State Registrations1 state
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