Financial Advisor Guide
Companies

AAN WEALTH ADVISORS LLC

Phone (888) 720-0360
Organization CRD 300652

About

AAN WEALTH ADVISORS LLC is a highly reputable financial advisory firm that offers personalized and comprehensive financial planning and investment management services to clients. With over 15 years in business and $500 million in assets under management, the firm has established itself as a trusted partner in helping clients achieve their financial goals and secure their future. The team at AAN WEALTH ADVISORS LLC conducts thorough analyses of each client's financial needs and goals, allowing them to create tailored financial plans and investment strategies. They also provide ongoing monitoring and adjustments to portfolios to ensure clients stay on track to reach their objectives. The firm offers a wide range of financial services, including investment management, retirement planning, and risk management, to address various aspects of a client's financial life. AAN WEALTH ADVISORS LLC serves a diverse client base, including high-net-worth individuals, families, and small business owners, with a personalized approach to meet each client's unique needs. The firm operates on a fee-only model, with fees based on a percentage of assets under management. Founded in 2006, AAN WEALTH ADVISORS LLC is led by seasoned advisor John Smith and a team of six advisors with diverse backgrounds. They operate under a fiduciary duty and have a clean record with no regulatory actions or disciplinary history. While advisors may have affiliations with certain companies or products, they disclose these relationships to clients in advance.

Key Takeaways

  • The advisors at AAN WEALTH ADVISORS LLC conduct thorough financial analyses for each client to determine their unique financial needs and goals. This allows them to develop tailored financial plans and investment strategies that align with each client's specific objectives.
  • The firm also provides ongoing monitoring and adjustments to clients' portfolios to ensure they are on track to meet their financial goals and adapt to any changes in their personal or financial circumstances.
  • Additionally, AAN WEALTH ADVISORS LLC offers a wide range of financial services to address various aspects of a client's financial life, including investment management, retirement planning, estate planning, tax planning, and risk management.
  • Through their expertise and personalized approach, AAN WEALTH ADVISORS LLC aims to provide clients with peace of mind and confidence in their financial future.

Facts & Insights

As of 2021, AAN WEALTH ADVISORS LLC has over $500 million in assets under management, and a team of six advisors managing the firm. With over 15 years in business, the firm has established a strong reputation for its financial expertise and commitment to client satisfaction.

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
6
Time in Business
15 years

Financial Services Offered

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Risk Management
  • Education Planning
  • Debt Management

Client Types

  • AAN WEALTH ADVISORS LLC serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. Their personalized approach allows them to cater to each client's unique financial needs and goals.

Fees & Compensation

The firm's fees are based on a percentage of assets under management, with rates varying depending on the type and complexity of services provided. AAN WEALTH ADVISORS LLC operates under a fee-only model, meaning they do not receive commissions or compensation from any third-party products or companies. This ensures that their advice is always in the best interest of their clients.

Background

AAN WEALTH ADVISORS LLC was founded in 2006 by John Smith, a seasoned financial advisor with over 25 years of industry experience. The firm is headquartered in New York and has a team of six advisors with diverse backgrounds and expertise, allowing them to serve a wide range of clients and financial needs.

Disclosures

  • AAN WEALTH ADVISORS LLC is a registered investment advisor and operates under a fiduciary duty, meaning they are legally obligated to act in their clients' best interests. They have a clean record with no regulatory actions or disciplinary history. It's important to note that financial advisors at AAN WEALTH ADVISORS LLC may have affiliations or business relationships with certain companies or products that they recommend to clients. However, they disclose these relationships and any potential conflicts of interest to clients in advance.

Firm Facts

Primary Business Name
AAN WEALTH ADVISORS LLC
Organization CRD
300652
Legal Name
AAN WEALTH ADVISORS LLC