Aaron Coates is a CFP-designated registered investment advisor at Foothills Wealth Management, LLC, based in Cave Creek, AZ, with 6 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, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.75% |
| $3.5M+ | 0.75% |
Fees negotiable for accounts over $3,500,000. The annual advisory fees also include financial planning services.
Fee Estimator
Location
6402 E Cave Creek Rd, Ste 4, Cave Creek, AZ, 85331
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 the owner of Foothills Accounting & Tax, PLLC, a tax preparation business. He dedicates nearly full-time hours per month to this activity, with minimal time spent during trading hours.
Employment History
Current Registrations
Foothills Wealth Management, LLC
Foothills Advisors, LLC
Previous Registrations
Creative Planning
Keystone Wealth Partners LLC
Tmd & Associates, INC.
State Registrations1 state
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