TrueAdvisor
TrueAdvisor
AT
CFP
AT
CFP

Aaron Tellez

Raymond James Financial Services Advisors, INC
25 Years of Experience
Las Vegas, NV
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Aaron Tellez is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Las Vegas, NV, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6696 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

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

Location

9205 W. Russell Road, Suite 240, Las Vegas, NV, 89148

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2019
Denied
Customer Dispute
April 2003
Denied
Customer Dispute
April 2003
Denied
Customer Dispute
March 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Aaron is an owner of Tellez Wealth Management, working as a financial advisor since 2017. Since May 2024, Aaron also works with an insurance brokerage firm to select the best insurance policy for clients, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2017 - Present · 8 yrs 10 mos
Raymond James Financial Services, INC.Broker
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
Raymond James & Associates, INC.
November 2014 - December 2017 · 3 yrs 1 mo
Raymond James & Associates, INC.Broker
November 2014 - December 2017 · 3 yrs 1 mo
Securities America, INC.Broker
May 2009 - October 2011 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
April 2009 - December 2014 · 5 yrs 8 mos
Ameriprise Financial Services, INC.
April 2009 - December 2014 · 5 yrs 8 mos
UBS Financial Services INC.
December 2002 - April 2009 · 6 yrs 4 mos
UBS Financial Services INC.Broker
November 2002 - April 2009 · 6 yrs 5 mos
Salomon Smith Barney INC.Broker
October 2000 - December 2002 · 2 yrs 2 mos
State Registrations30 states
AKALARAZCACODCFLHIILINLAMAMTNCNDNHNJNMNVNYORPASCTXUTVAWAWIWV
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.
More Advisors
More financial advisors in Las Vegas, NV →All financial advisors in Nevada →