Aaron Wade is a registered investment advisor at Osprey Money Management, LLC, based in Titusville, FL, with 14 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
Osprey Money Management charges a fixed fee between $100 and $1000 for financial planning services. The fee depends on the extent of research, analysis, and the depth of the plan. You pay 50% upfront and the rest upon completion.
Location
918 S. Washington Avenue, Titusville, FL, 32780
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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 owns A.M. Wade, LLC, established for tax purposes since 2013. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Osprey Money Management, LLC
State Registrations2 states
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.