Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PAS offers both transaction-based (brokerage) and fee-based (advisory) accounts. Fees for financial planning and consulting are negotiated based on the IAR's experience, client needs, time, and plan complexity. Subscription-based financial planning is also available for an annual fee paid monthly or quarterly.
Areas of Practice
Advisor Information
Office location
5280 Carroll Canyon Road, Suite 103, San Diego, CA, 92121
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Customer Dispute
September 2025Other Business ActivitiesSells Insurance
Aaron operates under the DBA Living Legacy LLC and dedicates nearly full-time hours to this investment-related activity. Additionally, Aaron sells life, disability, and long-term care insurance, spending a few hours per week on this investment-related activity, and is on the executive committee for Provisors and an ambassador for Renaissance Executive Forum, spending minimal time on each.