Advisor at Aggregate Financial Services, Inc.
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
Aggregate Financial Services, Inc.
Location
Navarre, FL
Credentials
Series 65
Industry experience
2 years
Charles Mccants is a financial advisor at Aggregate Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Navy Federal Credit Union and Crabs on the Beach. Outside of advisory work, Charles is a learning program supervisor at Actigraph, a software and medical device company. Aggregate Financial Services, Inc. provides investment advisory and financial planning services to individual clients, focusing on tailored recommendations based on clients’ objectives, time horizons, and risk tolerance. The firm manages both discretionary and non-discretionary accounts and offers fiduciary services for retirement plans.
Fixed fees range from $1,500 to $4,000 per project
1.00% annually
$150 - $200 per hour
Fee-only: Hourly fees range from $150 - $200 per hour; Fixed fees range from $1,500 to $4,000 per project
Navarre, FL
California · Florida
Aggregate Financial Services, Inc.
2023 - Present (3 years)
Actigraph
2019 - Present (7 years)
Navy Federal Credit Union
2016 - 2019 (3 years)
Crabs on the Beach
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
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