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Aaron Suriff

Van Clemens Wealth Management, LLC
20 Years of Experience
Frisco, TX
1 DisclosureBroker
View SEC Summary
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Aaron Suriff is a registered investment advisor at Van Clemens Wealth Management, LLC, based in Frisco, TX, with 20 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 616 clients with $470M in assets under management.

Van Clemens Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
616 clients
Average Client Portfolio
$764K average
Assets Under Management
$470.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees are up to 2% of assets under management and are negotiable. RBC wrap programs range from 0.10% to 0.45%. Certain third-party strategist fees may apply in addition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6160 Warren Parkway, Suite 100-135, Frisco, TX, 75034

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History

Regulatory History (1)
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Criminal
August 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Van Clemens Wealth Management, LLC
April 2026 - Present · 6 mos
Van Clemens & CO. IncorporatedBroker
April 2026 - Present · 6 mos
Previous Registrations
Morgan Stanley
April 2015 - May 2017 · 2 yrs 1 mo
Morgan StanleyBroker
April 2015 - May 2017 · 2 yrs 1 mo
Waddell & Reed
November 2004 - April 2015 · 10 yrs 5 mos
Waddell & ReedBroker
November 2004 - April 2015 · 10 yrs 5 mos
Wunderlich Securities, INC.
March 2004 - October 2004 · 7 mos
Wunderlich Securities, INC.Broker
September 2003 - October 2004 · 1 yr 1 mo
Morgan Stanley
December 2002 - July 2003 · 7 mos
Morgan Stanley Dw INC.Broker
March 1997 - July 2003 · 6 yrs 4 mos
State Registrations1 state
TX
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.
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