Mallory Warren is a CFP-designated registered investment advisor at Aerden LLC, based in Huntersville, NC, with 7 years of industry experience. Mallory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Strategy Session — $225 for a single 60-minute financial planning meeting focused on specific questions.
- Full Financial Plan — $2,500 for a comprehensive review and analysis of your financial situation, resulting in a written financial plan.
Location
Huntersville, NC
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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 →Employment History
Current Registrations
Aerden LLC
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Vanguard Marketing CorporationBroker
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.