Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
Six Tower Bridge, 181 Washington Street, Suite 500, Conshohocken, PA, 19428-2000
Get directionsRegulatory History
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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Aaron is a Moneywise Advisor at Calvary Church of Souderton since 2012, advising individuals on budgeting, debt reduction, and fiscal responsibility. He dedicates minimal time to this activity.