GA
GA

Gary Neil Aiken

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,284 clients
Average Client Portfolio
$737K average
Assets Under Management
$946.0M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $3.5M1.00%
$3.5M+0.80%

Fees are subject to negotiation and may vary based on several factors.

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

Location

11400 Rockville Pike, Suite 500, Rockville, MD, 20852

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Concord Wealth Partners
April 2025 - Present · 10 mos
Concord Asset Management, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Kincaid Capital Advisors LLC
October 2011 - December 2013 · 2 yrs 2 mos
State Registrations2 states
MDVA
Advisor
Exams
No exam information available for this advisor.
Gary Neil Aiken - Financial Advisor | TrueAdvisor