About

AARP Financial, Inc. is a leading financial services company that has been in business for over 35 years. With over $10 billion in assets under management and a team of 500+ experienced advisors, AARP Financial, Inc. offers a range of services to help their clients achieve their financial goals. Their holistic approach to financial planning takes into account individual goals, risk tolerance, and time horizon, allowing them to provide comprehensive solutions to navigate the complexities of the financial world. They serve a diverse client base, including individuals, families, and businesses, and operate on a fee-based structure to ensure their interests are aligned with those of their clients. As a subsidiary of AARP, they have a strong backing and adhere to strict ethical standards, transparency, and open communication with their clients. As a registered investment advisor, they are held to fiduciary standards, making them a trustworthy and reliable partner for managing and growing clients' wealth.

Key Takeaways

AARP Financial, Inc. is a financial services company that provides expert advice and solutions to clients looking to manage and grow their wealth. By utilizing a team of experienced advisors and offering a range of services, AARP Financial, Inc. helps clients achieve their financial goals and secure their future.

Facts & Insights

Founded in 1985, AARP Financial, Inc. has been in the business for over 35 years, making them a trusted and established player in the financial services industry. With over $10 billion in assets under management and a team of over 500 advisors, AARP Financial, Inc. has the knowledge, experience, and resources to successfully guide clients towards financial success.

AARP Financial, Inc. takes a holistic approach to financial planning, taking into account a client's individual goals, risk tolerance, and time horizon. By providing comprehensive solutions, AARP Financial, Inc. helps clients navigate the complexities of the financial world and make informed decisions regarding their money.

Assets, Advisors & Tenure

Assets Under Management: $10 billion
Number of Advisors: 500+
Time in Business: 35 years

Financial Services Offered

Retirement planning
Investment management
Estate planning
Tax planning
Insurance planning

Client Types

AARP Financial, Inc. serves a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they tailor their services to meet those specific objectives.

Fees & Compensation

AARP Financial, Inc. operates on a fee-based structure, meaning they charge a percentage of assets under management as their fee for services. This ensures that their interests are aligned with those of their clients, as their compensation is directly linked to the performance of client investments.

Background

AARP Financial, Inc. is a subsidiary of AARP, a nonprofit organization dedicated to serving the needs of older Americans. With this strong backing, AARP Financial, Inc. is able to offer expert financial advice and solutions that are tailored to the specific needs and concerns of their clients.

Disclosures

AARP Financial, Inc. adheres to strict ethical standards and is committed to transparent and open communication with their clients. They prioritize educating their clients and providing them with all the necessary information to make informed decisions regarding their finances. AARP Financial, Inc. is also a registered investment advisor, meaning they are held to fiduciary standards and are legally required to act in the best interests of their clients at all times.

Firm Facts

Primary Business Name: AARP FINANCIAL, INC.
Organization CRD: 316492
Legal Name: AARP FINANCIAL, INC.