Aaron Simpson
Aaron Simpson is a CFP, ChFC-designated registered investment advisor at Alpha Planning and Financial Services, INC., based in Solon, OH, with 7 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 222 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha Planning charges a fee based on a percentage of the value of your portfolio. The specific fee is outlined in your investment advisory agreement, but will not exceed 2.00% annually. The fee is calculated based on the average daily balance of your account and is billed monthly at the end of the billing period. At Alpha Planning's discretion, they may combine asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.
Location
31005 Bainbridge Road, Suite 6, Solon, OH, 44139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alpha Planning and Financial Services, INC.
State Registrations1 state
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