Advisor at Caldwell Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Caldwell Advisors, LLC
Location
Brentwood, TN 37027
Credentials
Series 66
Industry experience
20 years
Aaron Zauner is a financial advisor with Caldwell Advisors, LLC in Brentwood, Tennessee, holding a Series 66 credential and 20 years of industry experience. Prior to joining Caldwell Advisors and LPL Financial in 2021, he worked at Fidelity Investments from 2007 to 2021. Outside of his advisory role, Zauner serves as an assistant football coach at Brentwood Middle School. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing approximately $339 million for around 482 clients. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and foundations, offering tailored portfolio management and financial planning services that combine fundamental and technical analysis across various asset classes.
Based on Caldwell Advisors, LLC
$0 - $1,000,000: up to 2.75% $1,000,001 - $5,000,000: up to 2.00% $5,000,001+: up to 1.25%
Registered Representatives may receive commissions on trades outside advisory services, but not on advisory accounts
Fees for Financial Planning & Consulting may vary; specifics not stated
Account minimum: $750,000 Fee-only: Advisory and planning services fees; no commissions on advisory accounts
5210 Maryland Way, Ste 202
Brentwood, TN 37027
Tennessee
Caldwell Advisors, LLC
2021 - Present (5 years)
LPL Financial
2021 - Present (5 years)
FIdelity Investments
2007 - 2021 (14 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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