Aaron Gardiner is a registered investment advisor at Gardiner Financial, INC., based in Wellesley, MA, with 8 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 8 clients with $14M 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 $100K | 0.90% |
| $100K - $250K | 0.80% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Location
Wellesley, MA
Get directionsHistory
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 employed as an Orthopedic Surgeon and a Partner with Newton Wellesley Orthopedic Associates. This takes nearly full-time, including about 28.5 hours per week during securities trading hours.
Employment History
Current Registrations
Gardiner Financial, INC.
State Registrations1 state
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.