Aaron Rubin
Aaron Rubin is a CFP-designated registered investment advisor at Werba Rubin Papier Wealth Management, LLC, based in San Jose, CA, 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 Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 648 clients with $1.1B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Contact
Aaron Rubin
Location
1732 North 1st Street, Suite 220, San Jose, CA, 95112
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 Activities
Aaron provides tax accounting services, including filing tax returns and tax consulting, since 2007. This activity requires minimal time.
Employment History
Current Registrations
Werba Rubin Papier Wealth Management, LLC
Previous Registrations
Lwi Financial INC.
Loring Ward Securities INC.Broker
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