Aaron Sipherd is a CFP, PFS-designated registered investment advisor at Sipherd Wealth Management, LLC, based in Lincoln, NE, with 25 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $3.0M | 1.35% |
| $3M+ | 1.30% |
Sipherd Wealth Management's fee is 1.00% on all tiers. Symmetry Partners' fee is tiered (0.40%, 0.35%, 0.30%). Fees may be negotiable. Discounts may be offered to family members, employees, and friends of associated persons of the firm.
Fee Estimator
Location
8055 O Street, Suite 207, Lincoln, NE, 68510
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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 a Certified Public Accountant at Sipherd & Associates, P.C. He is also the Managing Member of Sipherd Family Group, LLC, a business venture investment company, though it currently has no business activity.
Employment History
Current Registrations
Sipherd Wealth Management, LLC
Previous Registrations
Sii Investments, INC.
State Registrations1 state
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