AQUARIUS FINANCIAL: Your Trusted Financial Advisor
AQUARIUS FINANCIAL is a leading financial firm that specializes in providing personalized and comprehensive financial services to its clients. With a team of highly knowledgeable and experienced financial experts, AQUARIUS FINANCIAL is committed to helping individuals and businesses achieve their financial goals and secure their future.
About AQUARIUS FINANCIAL
AQUARIUS FINANCIAL is a privately owned firm that has been in business for over 20 years. With a team of over 50 advisors, AQUARIUS FINANCIAL has established itself as a trusted financial advisor in the industry. The firm takes pride in its personalized approach, tailored to fit the unique needs and goals of each client.
How Does the Advisor Help Clients – Key Takeaways:
When it comes to managing finances, AQUARIUS FINANCIAL is the go-to expert for individuals and businesses. With its personalized approach, the firm is dedicated to helping clients in various ways, including:
- Creating and implementing customized financial plans
- Investment management
- Tax planning and preparation
- Estate and retirement planning
- Business planning and consulting
- And more
Facts and Insights
Here are some interesting facts and insights about AQUARIUS FINANCIAL:
- The firm currently manages over $500 million in assets under management.
- With a team of over 50 advisors, AQUARIUS FINANCIAL has a combined experience of over 200 years in the financial industry.
- AQUARIUS FINANCIAL has been recognized as one of the top financial advisory firms by various industry publications.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | 20+ years |
Financial Services Offered
AQUARIUS FINANCIAL offers a wide range of financial services to help individuals and businesses achieve their financial goals. These services include:
- Financial planning and wealth management
- Retirement planning and 401(k) management
- Tax planning and preparation
- Estate planning
- Investment management
- Insurance and risk management
- Business planning and consulting
- And more
Client Types
AQUARIUS FINANCIAL works with a diverse range of clients including:
- Individuals and families
- Business owners and entrepreneurs
- High-net-worth individuals
- Retirees
- And more
Fees & Compensation
At AQUARIUS FINANCIAL, the fees and compensation structure is based on a percentage of assets under management, ensuring alignment of interests between the firm and its clients. The firm is transparent about its fees and only charges for the services provided.
Background
The team at AQUARIUS FINANCIAL consists of highly qualified and experienced financial professionals who hold various industry certifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). The firm is also an active member of various industry organizations, such as the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a trusted financial advisor, AQUARIUS FINANCIAL is committed to maintaining transparency with its clients. Here are some important disclosures:
- AQUARIUS FINANCIAL has a clean record with the Securities and Exchange Commission (SEC) and the