Aaron Kowal is a CFP-designated registered investment advisor at Creative Planning, based in Cape Coral, FL, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
1222 S. East 47th St., Suite 313, Cape Coral, FL, 33904
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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 the President and Financial Advisor at Kowal Investment Group, LLC, dedicating full-time hours to financial planning, investment advising, and firm management. He also has personal investments through Kowal Properties, LLC and Kowal Properties Pewaukee, LLC, which are non-investment related.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Mutual Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Kowal Investment Group, LLC
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
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.