Aaron Waxman
Aaron Waxman is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in San Francisco, CA, with 16 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Location
345 California Street, Suite 1100, San Francisco, CA, 94104
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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 ActivitiesSells Insurance
Aaron is the Vice President of Oski Management Inc., a family office, overseeing investment management, dedicating a few hours per week. He is also a member of the Board of Managers for G2 Insurance Services, Inc., an insurance broker, spending minimal time on this role.
Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
B|o|s
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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