Aaron Yoon is a CFP, ChFC-designated registered investment advisor at &partners, based in Seattle, WA, with 16 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 62,194 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
12352 Lake City Way Unit A, Seattle, WA, 98125
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 is a managing member of M & N Ventures LLC, a real estate company, since 2022. He spends minimal time maintaining the property.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations20 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.
Exams
More Advisors
- Marc Girardot, CFPCs Planning CORP
- Glen Kim, ChFCIndependent Financial Group, LLC
- Mckenzie Granston, CFPFreestone Capital Management, LLC
- Kyle Johnston, CFPIndependent Advisor Alliance, LLC
- Brian Johnson, CFPComposition Wealth, LLC
- Evan Anderson, CFPLPL Financial LLC