Aaron Hevle
Aaron Hevle is a registered investment advisor at World Equity Group, INC., based in Houston, TX, with 24 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 0.47% |
| $75K - $750K | 0.42% |
| $750K+ | 0.35% |
Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.
Fee Estimator
Location
1800 West Loop South, Unit 1700, Houston, TX, 77027
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is an agent selling fixed life insurance and fixed annuity products, also receiving trails and overrides. He is also the Director of Finance at Exponent Prosperity Accelerator Advisers LLC, where he dedicates about half his time to financial statement preparation, transition planning, and business valuation services.
Employment History
Current Registrations
World Equity Group, INC.Broker
World Equity Group, INC.
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
MML Investors Services, LLCBroker
New England SecuritiesBroker
Msi Financial Services, INC.Broker
D.B. Frank Investments, INC.Broker
Digital Securities, INC.Broker
Fimi Securities, 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.
Exams
More Advisors
- Nicholas Prangner, CFPWorld Equity Group, INC.
- Lauren Smith, CFPConcurrent Investment Advisors, LLC
- Thomas Hunt, CFAEagle Global Advisors LLC
- Bernardo Fernandez, CFAGfs Advisors LLC
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- Matthew Nerz, CFA