Aerden LLC is a registered investment advisor that provides advice-only, fee-for-service financial planning to individuals and families. Operating as a fiduciary legally required to act in your best interest, Aerden LLC offers targeted guidance through a Strategy Session or a comprehensive roadmap through a Full Financial Plan. Aerden LLC does not manage investment portfolios, hold custody of client funds, or have the authority to make trades without asking first. All investment decisions and implementation remain the responsibility of the client. The firm is owned and operated by Mallory Warren, a Certified Financial Planner.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Strategy Session — $225 for a one-time, 60-minute meeting focused on specific financial questions, including a written summary and next steps.
- Full Financial Plan — $2,500 for a comprehensive financial planning engagement covering cash flow, investments, retirement, and risk management, resulting in a written roadmap delivered within six months.
One-Time Plan:$225 - $2,500
Hourly Rate:$225/hr
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