Aaron Herwig
Aaron Herwig is a registered investment advisor at The Wealth Consulting Group, based in Leawood, KS, with 25 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.
Fee Estimator
Location
5251 W 116th Place, Suite 200, Leawood, KS, 66211
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 involved with multiple investment advisory businesses, including V Wealth Advisors, LLC, V Wealth Management, LLC, WCG Wealth Advisors, LLC, and Gen4 Wealth Advisors. He dedicates a significant amount of time, including full-time hours, to these activities and also spends minimal time on non-variable insurance.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
V Wealth Advisors LLC
Waddell & Reed
Waddell & ReedBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.Broker
Ameriprise Advisor Services, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations12 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.
Exams
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