AS
Aaron Pierce Sevigny
22 Years of Experience
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023
Get directionsRegulatory History (3)
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
July 2021Settled
Customer Dispute
May 2021Settled
Customer Dispute
January 2021Settled
Other Business Activities
Aaron is the President & CEO of Acadia Wealth Management LLC and owns Tenaron, LLC (real estate) and Tenarenta, LLC (boat rental). He also serves on the finance committee for Gulfshore Playhouse, a non-profit theater.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
August 2006 - Present · 19 yrs 5 mos
United Planners' Financial Services of America a Limited Partner Broker
August 2006 - Present · 19 yrs 5 mos
Previous Registrations
Financial Advisory Consultants, LLC
June 2006 - August 2006 · 2 mos
Triad Advisors, INC.Broker
August 2004 - August 2006 · 2 yrs
Mony Securities CorporationBroker
October 2003 - August 2004 · 10 mos
State Registrations34 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.