Aaron Milledge is a CFP-designated registered investment advisor at Targeted Wealth Solutions, based in Colorado Springs, 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 2 more. Their firm serves 84 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Targeted Wealth Solutions offers financial planning and portfolio management as a bundled service. Clients pay a flat annual fee of $5,200, plus an additional fee of 0.25% per year on the amount of your portfolio above $500,000. This fee is calculated each quarter based on the value of your portfolio at the end of the quarter.
Location
1755 Telstar Dr, 3rd Floor, Colorado Springs, CO, 80920
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is a Field Grade Officer in the US Air National Guard, dedicating about 10-20% of his time, typically outside market hours. He also works remotely for Stratec LLC originating residential mortgages.
Employment History
Current Registrations
Targeted Wealth Solutions
State Registrations2 states
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