Aaron Best is a CFP-designated registered investment advisor at Best Wealth Advisory, LLC, based in Saint George, UT, 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, High Net Worth, and 3 more. Their firm serves 161 clients with $44M 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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.40% |
| $4M+ | 0.25% |
Fees may be negotiated for family members and clients who have previously worked with a member of BWA, or dependant on asset size. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Contact
Aaron Best
Location
50 E 100 S Suite 200, Saint George, UT, 84770
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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.
Learn about disclosures →Other Business Activities
Aaron provides paraplanning services to other investment advisors. This activity takes about full-time.
Employment History
Current Registrations
Best Wealth Advisory, LLC
Previous Registrations
Ep Wealth Advisors
Vantage Advisors, LLC
State Registrations2 states
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.