Aaron Pettersen
Aaron Pettersen is a CFP-designated registered investment advisor at Northwest Financial Services INC, based in Indianapolis, IN, with 21 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 375 clients with $550M 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 $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
Fee schedule shown is for new clients after 1/1/2025. Some existing clients (prior to 1/1/2025) have a different fee schedule: Up to $1,000,000: 0.9%; $1,000,000 to $2,000,000: 0.7%; $2,000,000 to $5,000,000: 0.5%; Over $5,000,000: 0.3%. The annual minimum fee is negotiable and sometimes a flat fee may be negotiated.
Fee Estimator
Location
9333 N. Meridian St., Suite 300, Indianapolis, IN, 46260
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 Activities
Aaron is a 5% owner/shareholder of Northwest Financial Services Inc.
Employment History
Current Registrations
Northwest Financial Services INC
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.