AM

Aaron Joseph Massey

27 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
14260 advisors
Number of Clients
1,327,695 clients
Average Client Portfolio
$456K average
Assets Under Management
$606.0B

Fee Structure

Financial Planning:Investment management only

Fees for retirement plan consulting services are negotiable and can be structured as a flat annual fee, a percentage of assets, or a one-time service fee. The table shows fee ranges based on plan size. For example, for a plan between $0 and $1 million, the fee ranges from 0.1% to 1% or $500 to $10,000. The Plan Level Investment Selection 3(38) service incurs an additional 5 to 10 bps per year. Travel and material costs for employee education are charged separately.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

299 S Main St 7th Fl, [Mk/Me-Rbo], Salt Lake City, UT, 84111

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Regulatory History (1)
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
May 2002
Denied
Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs
Wells Fargo Clearing Services, LLC Broker
January 2011 - Present · 15 yrs
Previous Registrations
Wells Fargo Investments, LLC
July 2002 - January 2011 · 8 yrs 6 mos
Wells Fargo Investments, LLCBroker
March 2002 - January 2011 · 8 yrs 10 mos
Morgan Stanley Dw INC.Broker
December 1998 - March 2002 · 3 yrs 3 mos
State Registrations12 states
AZCACOIDMTNENVOKORTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.