Aaron Bessonette is a registered investment advisor at Cs Planning CORP, based in Carpinteria, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
6187 Carpinteria Avenue, Carpinteria, CA, 93013
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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 ActivitiesSells Insurance
Aaron is a representative at Financial Alternatives, LLC, an Investment Advisor Representative at PlanMember Securities Corporation, and an Investment Advisor Representative (IAR) through CS Planning Corp DBA Financial Alternatives, dedicating about half of his time to each of the first two and full-time to the third. He also serves as Board Chairperson for Cashmere School Board, dedicating minimal time.
Employment History
Current Registrations
Cs Planning CORP
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 states
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