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Aaron Williams

Strategic Advisers LLC
10 Years of Experience
Huntersville, NC
2 DisclosuresBroker
View SEC Summary
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Aaron Williams is a registered investment advisor at Strategic Advisers LLC, based in Huntersville, NC, with 10 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 Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

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

Location

Huntersville, NC

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History

Regulatory History (2)
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
January 2017
Closed-No Action
Criminal
November 2012
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Aaron is the director of Life's Cheat Code, LLC, a self-improvement business. He spends about half his time creating musical compositions, marketing them, producing spoken lyrics, promoting the brand, and handling sales.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
April 2024 - Present · 2 yrs 6 mos
Fidelity Brokerage Services LLCBroker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2024 - March 2025 · 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2022 - April 2023 · 11 mos
Vanguard Marketing CorporationBroker
July 2016 - February 2022 · 5 yrs 7 mos
Metlife Investors Distribution CompanyBroker
December 2015 - June 2016 · 6 mos
Metlife Securities, INCBroker
November 2015 - June 2016 · 7 mos
Morgan Stanley
June 2004 - November 2004 · 5 mos
Morgan Stanley Dw INC.Broker
April 2004 - November 2004 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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