AW
CFP
AW
CFP

Aidan Williams

5 Years of Experience
Chicago, IL

Aidan Williams is a CFP-designated registered investment advisor at Plante Moran Real Estate Investment Advisors, based in Chicago, IL, with 5 years of industry experience. Aidan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 1 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$242.8M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10 S Riverside Plaza, 7th floor, Chicago, IL, 60606

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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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Employment History
Current Registrations
Plante Moran Real Estate Investment Advisors
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Plante Moran Financial Advisors
March 2020 - April 2022 · 2 yrs 1 mo
State Registrations1 state
IL
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.