Aaron Ritter is a CFP-designated registered investment advisor at Abundant Wealth Partners, LLC, based in Santa Barbara, CA, with 15 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 55 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Minimum asset level of $1,000,000 or a minimum annual fee of $10,000 typically required, but may be waived. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
4961 La Gama Way, Santa Barbara, CA, 93111
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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 is an independent contractor for Avalan LLC as an Investment Advisor Representative since 2017. He also receives quarterly note payments from West Coast Financial related to an equity purchase agreement.
Employment History
Current Registrations
Abundant Wealth Partners, LLC
Previous Registrations
Avalan, LLC
Abundant Wealth Partners, LLC
West Coast Financial, LLC
State Registrations1 state
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