Aidan Neuenswander
Aidan Neuenswander is a registered investment advisor at Sofi Wealth LLC, based in San Francisco, CA, with 3 years of industry experience. Aidan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 265,019 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The wrap fee is not charged on the cash allocation, which is generally 1% of the portfolio.
Fee Estimator
Location
234 1st Street, San Francisco, CA, 94105
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 ActivitiesSells Insurance
Aidan operates Desert Ridge Financial as a DBA for his LPL business. He also engages in non-variable insurance activities, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Sofi Wealth LLC
Sofi Securities LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan StanleyBroker
E*trade Securities LLCBroker
State Registrations1 state
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.