Aberdeen Wealth Management LLC

Aberdeen Wealth Management LLC provides personalized, fee‑only investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. As of year‑end 2025 the firm managed roughly $699 million in client assets across about 137 client relationships, with the large majority managed on a discretionary basis.

The firm implements a strategic asset allocation framework using equities, fixed income, no‑ or low‑load mutual funds, ETFs and selected actively managed funds, with global diversification and occasional use of derivatives or margin where appropriate. Client relationships are documented by an Investment Objectives statement, and the firm can engage third‑party services at client request—such as By All Accounts for account aggregation and Northern Capital to handle fixed‑income allocations—while operating as a fee‑only advisor that does not accept commissions and does not serve as custodian of client assets.

Aberdeen is notable among similar “team” firms for its relatively large asset base per advisor—managing more than $200 million per advisor—a scale that is uncommon for its peer group and results in a concentrated, higher‑asset client roster. The firm also enforces professional standards for advisory staff (including advanced degrees and industry certifications), offers flexible engagement formats (ongoing management, retainer and limited hourly planning), generally maintains a $500,000 account minimum with exceptions, and does not vote client proxies on behalf of clients.