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Aaron Laranetto

7 Years of Experience
Long Beach, NY

Aaron Laranetto is a registered investment advisor at Rfg Advisory, LLC, based in Long Beach, NY, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 17,410 clients with $8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
181 advisors
Number of Clients
17,410 clients
Average Client Portfolio
$458K average
Assets Under Management
$8.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Fees are negotiated between the client and the financial advisor up to a maximum of 2.35%, which includes an RFG platform fee of up to 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Long Beach, NY

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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 works as an investment advisor DBA with SixPoint Financial Partners, dedicating full-time hours during securities trading hours. This activity is investment-related.

Employment History
Current Registrations
Rfg Advisory, LLC
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
American Portfolios Advisors, INC
November 2021 - August 2022 · 9 mos
American Portfolios Financial Services, INC.Broker
November 2021 - August 2022 · 9 mos
Fidelity Personal and Workplace Advisors
June 2020 - December 2021 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
June 2020 - November 2021 · 1 yr 5 mos
AXA Advisors, LLC
June 2019 - June 2020 · 1 yr
AXA Advisors, LLCBroker
June 2019 - June 2020 · 1 yr
State Registrations3 states
FLNYTX
Advisor

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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