AA Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,012,205,353
Total clients
793
19% high-net worth
Total advisors
11
of 24 employees
Firm size
Multi Team
Average clients per advisor
72
Average account size
$1,276,425
Client services
Fee options
Fixed fees for The UltraVision System®, varying by project complexity and client factors; fees disclosed in client agreement.
Up to 1.50% annually (subject to negotiation and varies by client)
Some firm representatives are registered representatives of Kestra Investment Services, LLC and may receive commissions for securities sales; no advisory fee is charged on commission products.
$550 per hour for time spent if client engagement terminated before completion of The UltraVision System®.
Fee-only: Portfolio Management Program fees charged quarterly in advance, maximum 1.50% annually, negotiable; Fixed fees for The UltraVision System® (vary based on complexity, income, and fact pattern; collected up-front); Hourly rate $550/hour for prorated fee if terminated early; Monthly fees for UltraVision Club™ (varies by level, Level C may have no monthly fee).
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
AA Financial Advisors, LLC
150 E. Broad St., Suite 100
Columbus OH 43215, United States
Number of offices
7
Quick links
Advisors at this firm
Axel A
CFP®
Columbus, OH
AA Financial Advisors, LLC
Jason W
Series 66
Columbus, OH
AA Financial Advisors, LLC
Brandon B
CFP®, ChFC®, Series 66
Columbus, OH
AA Financial Advisors, LLC
Ralph A
Series 63
Columbus, OH
AA Financial Advisors, LLC
Nicholas B
CFP®, ChFC®, Series 63
Columbus, OH
AA Financial Advisors, LLC
Maureen A
CFP®
Decatur, TN
AA Financial Advisors, LLC
Ian E
CFP®, Series 63
Columbus, OH
AA Financial Advisors, LLC
Christian H
CFP®
Columbus, OH
AA Financial Advisors, LLC
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