TrueAdvisor
TrueAdvisor
AS
CFP
AS
CFP

Aaron Salcido

Strategic Advisers LLC
9 Years of Experience
Greenwood Village, CO
Broker
View SEC Summary
View SEC Summary

Aaron Salcido is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Greenwood Village, CO, with 9 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16982 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

6501 S Fiddlers Green Circle, Ste 300 - 600, Greenwood Village, CO, 80111-5039

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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

Aaron owns a food truck, Salcido's LLC, and plans to operate it on weekends and some evenings. This activity takes about 10-20% of Aaron's time and is not investment-related.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
November 2019 - Present · 6 yrs 11 mos
Fidelity Brokerage Services LLC
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
January 2020 - March 2025 · 5 yrs 2 mos
PFS Investments INC.Broker
December 2018 - November 2019 · 11 mos
T. Rowe Price Investment Services, INC.Broker
September 2016 - July 2018 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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