Aaron Connell
Aaron Connell is a registered investment advisor at One Brick Planning & Consulting, LLC, based in Greenwood Village, CO, with 10 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 44 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OBPC offers investment management as part of its Wealth Management services. Fees are based on the complexity and needs of the client, ranging from $3,000 to $25,000 annually. Fees are typically paid quarterly, in arrears, and debited from the client's managed account. Investment management services are no longer offered as a stand-alone service to new clients.
Location
5500 Greenwood Plaza Blvd #130, Greenwood Village, CO, 80111
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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.
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Aaron is a member/owner of One Brick Financial Concepts LLC, a tax preparation business, since 2017. He spends about half of his time on this, with about 10-20% of his time dedicated to securities trading.
Employment History
Current Registrations
One Brick Planning & Consulting, LLC
State Registrations2 states
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