Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,093 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$2.7B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

670 Boston Post Road, Madison, CT, 06443

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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 attorney providing legal and trustee services at Hershman Legal Group, P.C. This is a full-time position.

Employment History
Current Registrations
Principle Wealth
April 2025 - Present · 10 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Aaron Lester Hershman - Financial Advisor | TrueAdvisor