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Aaron Jonathan Dykas

32 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3632 advisors
Number of Clients
293,703 clients
Average Client Portfolio
$885K average
Assets Under Management
$260.0B

Fee Structure

Financial Plan Fee:$1,000 - $20,000

Fees for RBC Financial Planning Services are negotiated and range from $1,000 to $20,000, but may exceed $20,000 in certain cases. The fees cover advice, development, and delivery of a financial plan. Fees are negotiable and may differ from client to client based on factors such as the service selected, scope of engagement, complexity, assets involved, and the extent that other RBC Specialists are engaged. Your Financial Advisor receives a percentage of the financial planning fees you pay.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
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Advisor Information

Office location

661 South Rivershore Lane, Suite 200, Eagle, ID, 83616-5397

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2022
Denied
Criminal
May 1990
Final Disposition
Employment History
Current Registrations
RBC Capital Markets, LLC
April 2024 - Present · 1 yr 9 mos
RBC Capital Markets, LLC Broker
April 2024 - Present · 1 yr 9 mos
RBC Capital Markets, LLC
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2017 - April 2024 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2017 - April 2024 · 7 yrs 1 mo
Wells Fargo Clearing Services, LLC Broker
May 2011 - March 2017 · 5 yrs 10 mos
Wells Fargo Clearing Services, LLC
May 2011 - March 2017 · 5 yrs 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2011 · 2 yrs
Morgan Stanley Smith Barney Broker
June 2009 - June 2011 · 2 yrs
Citigroup Global Markets INC.
December 2006 - June 2009 · 2 yrs 6 mos
Citigroup Global Markets INC. Broker
December 2006 - June 2009 · 2 yrs 6 mos
Mcdonald Investments INC.
June 2002 - December 2006 · 4 yrs 6 mos
Mcdonald Investments INC.Broker
July 2000 - December 2006 · 6 yrs 5 mos
First Security Van Kasper, INC.Broker
July 1999 - August 2000 · 1 yr 1 mo
First Security Investor Services, INC.Broker
July 1995 - July 1999 · 4 yrs
Chubb Securities CorporationBroker
March 1993 - June 1995 · 2 yrs 3 mos
American Express Financial Advisors INC. Broker
February 1993 - February 1993 · 0 mos
Ids Life Insurance CompanyBroker
February 1993 - February 1993 · 0 mos
State Registrations24 states
AKAZCACOFLHIIDILKSMIMOMTNCNVORSCSDTNTXUTVirgin IslandsWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Jonathan Dykas - Financial Advisor | AdvisorDiscover