Aaron Vincent
Aaron Vincent is a CFP-designated registered investment advisor at Impact Partnership Wealth, LLC, based in Woodstock, GA, with 12 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
9200 Main St, Ste 2A, Woodstock, GA, 30188
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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 ActivitiesSells Insurance
Aaron is the owner and agent of Advanced Planning Group, selling fixed life insurance and annuities, dedicating about a quarter of his time to this activity. He is also a managing partner in Inevitable Holdings LLC, a real estate holding company, spending minimal time on this.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
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.
Exams
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