AR
CFP
AR
CFP

Aaron Rigdon

17 Years of Experience
Columbia, MO
BrokerSells Insurance

Aaron Rigdon is a CFP-designated registered investment advisor at Smith Moore & CO., based in Columbia, MO, with 17 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,142 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
4,142 clients
Average Client Portfolio
$573K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual fees generally range between 0.5% and 3.0% of managed assets and are negotiable based on account size, investment types, portfolio complexity, and related family accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3000 Carter Lane, Suite 105, Columbia, MO, 65201

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Aaron is an insurance agent since 2021, dedicating a few hours per week to insurance service and sales. He also owns/manages several rental properties and a farm property, and is involved in property renovations, dedicating minimal time to a few hours per week to each activity.

Employment History
Current Registrations
Smith, Moore & CO.Broker
February 2021 - Present · 5 yrs 8 mos
Smith Moore & CO.
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - February 2021 · 7 yrs 1 mo
Cetera Investment Services LLCBroker
October 2009 - February 2021 · 11 yrs 4 mos
Cetera Investment Services LLC
October 2009 - January 2014 · 4 yrs 3 mos
Edward Jones
January 2009 - August 2009 · 7 mos
Edward JonesBroker
December 2008 - August 2009 · 8 mos
State Registrations26 states
ALARCACOFLILKSMDMEMNMONCNMNVNYOKORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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