Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4070 advisors
Number of Clients
65,561 clients
Average Client Portfolio
$529K average
Assets Under Management
$34.7B

Fee Structure

The firm offers both fee and non-fee financial planning programs. Fees for seminars and corporate financial planning are negotiable. Asset management services are fee-based, with fees paid to TAMPs or LPL Financial, a portion of which may be shared with Equitable Advisors. The brochure mentions that the advisory fee chart has been updated to reflect current fee minimums and maximums paid to Equitable Advisors and to reflect the current programs offered.

Areas of Practice
Retirement PlanningEstate PlanningEducation PlanningDivorce PlanningTax Planning
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Advisor Information

Office location

4727 Rt 30 E, Ste 103B, Greensburg, PA, 15601

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Regulatory 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.

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Other Business ActivitiesSells Insurance

Aaron is affiliated with a non-Equitable Network carrier for fixed insurance since 2022. This activity is insurance-related.

Employment History
Current Registrations
Equitable Advisors, LLC
October 2020 - Present · 5 yrs 3 mos
Equitable Advisors, LLC Broker
August 2020 - Present · 5 yrs 5 mos
State Registrations7 states
CAFLNCNVPAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.