AM
CFP
AM
CFP

Aaron Mayfield

14 Years of Experience
Mcpherson, KS
Broker

Aaron Mayfield is a CFP-designated registered investment advisor at Edward Jones, based in Mcpherson, KS, with 14 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

115 E Marlin St Suite 106, Mcpherson, KS, 67460-4300

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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 Activities

Aaron owns rental property in McPherson, KS since 2012. He spends minimal time maintaining the property.

Employment History
Current Registrations
Edward Jones
March 2016 - Present · 10 yrs 7 mos
Edward JonesBroker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Fintegra, LLC
April 2015 - September 2015 · 5 mos
Fintegra, LLCBroker
April 2015 - September 2015 · 5 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
June 2012 - April 2015 · 2 yrs 10 mos
Bancwest Investment Services, INC.Broker
January 2012 - April 2015 · 3 yrs 3 mos
State Registrations23 states
ARCACOFLGAHIIAIDKSMONCNENVOHOKORPASCTNTXVAWAWY
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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