Aaron Kahn is a CFP-designated registered investment advisor at Wms Wealth Planners, based in Pittsburgh, PA, with 13 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 292 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25,000,001. AUM excludes any non-managed assets held in a managed account.
Fee Estimator
Location
17 Brilliant Avenue, Suite 302, Pittsburgh, PA, 15215
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 ActivitiesSells Insurance
Aaron is an advisor at Wealth Management Strategies, Inc., where he sells insurance, gives financial literacy presentations, and performs financial planning. He also founded and is the Editor-in-Chief of Weathered Wallet, and is a board member and Web Content Chairman for Trail Pittsburgh.
Employment History
Current Registrations
Wms Wealth Planners
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
State Registrations1 state
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