AK
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
300 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B
Fee Structure
Fees for financial planning and consulting are negotiated between you and your IAR, depending on the nature of the services, time, and complexity. The maximum fee for Wrap accounts is 2.0%, which coincides with IFP’s maximum fee if the account is not a TPAM account. The maximum fee for a TPAM account is 2.5%.
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
1100 4 Mile Road NW, Suite E, Grand Rapids, MI, 49544
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Aaron is involved with Inflection Point Wealth Management LLC, an investment-related activity, dedicating nearly all of his time to it.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 6 yrs 8 mos
Independent Financial Partners
January 2017 - Present · 9 yrs
Previous Registrations
LPL Financial LLC Broker
January 2017 - May 2019 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - January 2017 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2010 - January 2017 · 6 yrs 5 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.