Advisor at Whitcomb & Hess, Inc.
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Aaron Bates is a CFP® professional with 21 years of experience, currently serving at Whitcomb & Hess, Inc. in Ashland, Ohio, where he has worked since 2004. He is part of a seven-advisor team at the firm. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser offering tax, accounting, and management services alongside investment advisory, portfolio management, pension consulting, and financial planning. The firm serves individuals, corporations, trusts, estates, charitable organizations, and participant-directed retirement plans, employing both fundamental and technical analysis to tailor investment strategies to client objectives, time horizons, risk tolerance, and tax considerations.
Based on Whitcomb & Hess, Inc.
Financial planning fixed fees from $250 to $2,500 depending on arrangement
$0 - $499,999: 1.00% annually (Portfolio Management) $500,000 - $999,999: 0.80% annually (Portfolio Management) $1,000,000 - $1,999,999: 0.60% annually (Portfolio Management) $2,000,000 - $2,999,999: 0.40% annually (Portfolio Management) $3,000,000 - $4,999,999: 0.30% annually (Portfolio Management) $5,000,000+: 0.20% annually (Portfolio Management) $0 - $999,999: 0.75% annually (Pension Consulting) $1,000,000 - $1,999,999: 0.50% annually (Pension Consulting) $2,000,000 - $4,999,999: 0.30% annually (Pension Consulting) $5,000,000+: 0.20% annually (Pension Consulting)
Minimum fee: $25 per quarter minimum fee for portfolio management Fee-only: Financial planning fees range from $250 to $2,500 on a fixed fee basis; fees for updates are 30% (annual) or 45% (bi-annual) of initial plan price
1020 Cleveland Avenue
Ashland, OH 44805
Ohio
Whitcomb & Hess, Inc.
2004 - Present (22 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Ashland, OH
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Whitcomb & Hess, Inc.
CFP®, Series 66
Ashland, OH
Whitcomb & Hess, Inc.
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