Aaron Clarke is a CFP-designated registered investment advisor at Heritage Financial LLC, based in Gainesville, VA, 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 Financial Planning & Coaching, Investment Management. Their firm serves 335 clients with $330M 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 | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may be higher or lower than the stated range based on the nature of the account.
Fee Estimator
Location
7001 Heritage Village Plaza, Suite 190, Gainesville, VA, 20155
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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 is a volunteer board member and executive counsel member for the Financial Planning Association of the National Capital Area, dedicating a few hours per week. He also owns Virtual Business Virtuosos dba Gig Wealthy, a consulting and financial literacy business, spending about 10-20% of his time on managing operations, financial oversight, strategic planning, and content creation.
Employment History
Current Registrations
Heritage Financial LLC
Previous Registrations
Origin Financial
Halpern Financial, INC.
Acorn Financial Advisory Services, INC.
The Strategic Financial Alliance, INC.Broker
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.