Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
47 advisors
Number of Clients
3,283 clients
Average Client Portfolio
$560K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1K
Financial Plan Fee:$250 - $2,500

Redhawk charges an annual fee based on a percentage of assets under management. The maximum annual advisory fee is 1.75%, except for Starter Accounts (less than $5,000 in assets) which are assessed a flat annual fee of $50.00. Fees are billed monthly in arrears based on the average daily balance. Financial planning fees typically range from $250 to $2,500, depending on complexity, and are due upon execution of the financial planning agreement.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

209 E Morthland Drive, Suite 2A, Valparaiso, IN, 46383

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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 a 100% managing member of Patten Financial Group, LLC, used for bookkeeping and marketing, dedicating full-time hours during securities trading. He also runs Payne Financial Solutions, LLC, an insurance agency offering life and fixed annuities, spending a few hours per week.

Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Mwm Advisory Group, LLC
March 2022 - October 2022 · 7 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.