BB
CFP · ChFC
BB
CFP · ChFC

Brandon Boychuk

9 Years of Experience
Columbus, OH
Broker

Brandon Boychuk is a CFP, ChFC-designated registered investment advisor at Aa Financial Advisors, LLC, based in Columbus, OH, with 9 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 814 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
814 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.0B

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum annual fee for the Portfolio Management Program is 1.50% of assets, which is subject to negotiation and can vary from client to client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

150 E. Broad St., Suite 100, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Brandon works as a Wealth Management Associate at Antolino & Associates and as an advisor at AA Financial Advisors, spending full-time hours on these investment-related activities. He also owns an auto detailing business, dedicating a few hours per week to it.

Employment History
Current Registrations
Aa Financial Advisors, LLC
September 2021 - Present · 4 yrs 8 mos
Kestra Investment Services, LLC
March 2020 - Present · 6 yrs 2 mos
Kestra Investment Services, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Kestra Advisory Services, LLC
March 2020 - March 2020 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2019 - February 2020 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - February 2020 · 1 yr 1 mo
Kestra Investment Services, LLCBroker
April 2016 - December 2018 · 2 yrs 8 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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
No exam information available for this advisor.