Aaron Vaughn is a CFP-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Westlake, OH, with 24 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,171 clients with $1.6B 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% |
Fees are negotiable and can be structured as flat fees, fixed percentages, or tiered percentages up to a maximum of 2.50% annually.
Fee Estimator
Location
30400 Detroit Road, Suite 305A, Westlake, OH, 44145
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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 owns Defiant Services LLC and Defiant Technology Group LLC, using the former for practice expenses. He also works as an attorney specializing in estate planning and is a committee member for St. Christopher's Church Finance Committee, dedicating minimal time to each activity.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Defiant Financial Services LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, LLC
State Registrations1 state
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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