Aaron Matheny
Aaron Matheny is a CFP-designated registered investment advisor at Capital Strategies Group, LLC, based in Tempe, AZ, with 17 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 234 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
2151 E. Baseline Road, Suite 101, Tempe, AZ, 85283
Get directionsHistory
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 has been an insurance agent since 2004, offering life and health insurance products and services. This takes about a quarter of his time, including time during trading hours.
Employment History
Current Registrations
Capital Strategies Group, 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.