AV
Aaron Tod Vettraino
12 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
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 →Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
October 2023 - Present · 2 yrs 3 mos
United Planners' Financial Services of America a Limited Partner Broker
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
M. S. Howells & CO.Broker
January 2022 - April 2023 · 1 yr 3 mos
Vanguard Marketing CorporationBroker
August 2013 - January 2022 · 8 yrs 5 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.