Aaron Benway
Aaron Benway is a CFP-designated registered investment advisor at AB Financial Planning and Investments, LLC, based in McLean, VA, with 9 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment Advisory fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees are negotiated by AB Financial at its sole discretion.
Fee Estimator
Location
McLean, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
AB Financial Planning and Investments, LLC
State Registrations1 state
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