AH
CFP
AH
CFP

Aaron Hail

15 Years of Experience
Scottsdale, AZ
Sells Insurance

Aaron Hail is a CFP-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Scottsdale, AZ, 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 Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
241 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.

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

7047 E Greenway Pkwy Suite 250, Scottsdale, AZ, 85254

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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 the owner/president of Hail Financial Group, where he independently sells insurance, annuities, and life insurance, dedicating about 60 hours per month. He also owns Lead Source, selling mailing lists, but devotes no time to this activity.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
October 2015 - Present · 11 yrs
Previous Registrations
Money Matters with Ken Moraif
January 2013 - August 2015 · 2 yrs 7 mos
Alpha Fiduciary
May 2011 - September 2012 · 1 yr 4 mos
State Registrations2 states
AZTX
Advisor

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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