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

2540 Jackson Avenue, Long Island City, NY, 11101

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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

Aanal is an investor in rental properties through 258 AS Realty and AS Realty since 2017. A broker manages the properties, and Aanal dedicates minimal time to these activities.

Employment History
Current Registrations
Wells Fargo Advisors
April 2025 - Present · 9 mos
Wells Fargo Clearing Services, LLC
April 2025 - Present · 9 mos
Wells Fargo Clearing Services, LLC Broker
April 2025 - Present · 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2013 - February 2025 · 12 yrs
Banc of America Securities LLCBroker
January 2009 - November 2010 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 1999 - February 2025 · 25 yrs 5 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.