AH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
98 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$118.9M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Minimum annual fee of $10,800.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,800
Hourly Rate:$500/hr
LifePoint Planning charges a maximum fee of 1.5% on assets under $1,000,000 and 1.0% on assets over $1,000,000. The minimum fee is $10,800 per year. Fees are billed monthly in advance. They also offer hourly financial planning at $500 per hour, with a $1,000 deposit required. Clients may incur additional brokerage commissions and other related costs.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Loading...
Advisor Information
Office location
880 Carillon Parkway, St. Petersburg, FL, 33716
Get directionsRegulatory History (2)
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.
Judgment / Lien
November 2019Financial
April 2019Final
Other Business Activities
Aaron owns Internet Marketing Consultants, running websites that sell physical goods, dedicating minimal time. He also rents out his personal vehicles on Turo.com and Hyrecar.com, also dedicating minimal time.
Employment History
Current Registrations
Lifepoint Planning
September 2025 - Present · 4 mos
Previous Registrations
Raymond James & Associates, INC.
February 2018 - June 2025 · 7 yrs 4 mos
Raymond James & Associates, INC. Broker
February 2018 - June 2025 · 7 yrs 4 mos
Northwestern Mutual Investment Services,llc
May 2013 - February 2018 · 4 yrs 9 mos
Northwestern Mutual Investment Services, LLC Broker
March 2013 - February 2018 · 4 yrs 11 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.