Joshua Rochon is a CFP-designated registered investment advisor at Aan Wealth Advisors LLC, based in Perrysburg, OH, with 18 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 229 clients with $130M 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 | 1.50% |
The annual management fee and the sub advisor fee, combined, is up to 1.50%. These fees may be negotiated at the discretion of the advisor.
Fee Estimator
Location
30069 Waterford Drive, Perrysburg, OH, 43557
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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 →Employment History
Current Registrations
Aan Wealth Advisors LLC
Previous Registrations
Advisory Alpha, LLC
Tfo Wealth Partners
Jdr Financial, LLC
Fourth Dimension Financial Group
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
Key Investment Services LLC
Key Investment Services LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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