Aidan Finet is a CFP-designated registered investment advisor at Deerfield, based in Indianapolis, IN, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 331 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $6.0M | 0.55% |
| $6M+ | 0.45% |
Fees are negotiable based on investment complexity, total assets under management, and the specific advisor. Some long-term clients pay lower rates.
Fee Estimator
Location
Indianapolis, IN
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 →Employment History
Current Registrations
Deerfield
State Registrations3 states
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
More Advisors
- Kent Delph, CFPDeerfield
- Bradley Cougill, CFPDeerfield
- Brent Rattin, CFPSchwab Wealth Advisory, INC.
- Tracey Lehmer, CFPSchwab Wealth Advisory, INC.
- Thays Cardoso, CFPFi3 Financial Advisors, LLC
- Kyle Riddle, CFPInvst, LLC