Craig Arons is a PFS-designated registered investment advisor at Arons Wealth Management LLC, based in Montgomery, NY, with 1 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5 clients with $4.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Montgomery, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig is an accountant and owner of Craig M Arons CPA PFS PC.
Employment History
Current Registrations
Arons Wealth Management LLC
State Registrations1 state
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