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Aggregate Financial Services, Inc.

Updated today

Total assets under management

$554,175

Total clients

20

0% high-net worth

Total advisors

4

of 4 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

5

Average account size

$27,709

About

Aggregate Financial Services, Inc. provides investment advisory and financial planning services to individual clients, including portfolio management, retirement planning, estate‑planning reviews, and written financial plans. The firm offers both discretionary and non‑discretionary managed accounts and can act as a 3(21) or 3(38) advisor for retirement plan arrangements.

AFS tailors recommendations to each client’s stated objectives, time horizon, and risk tolerance, using asset allocation as a core framework while employing methods such as dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies. Accounts are monitored on an ongoing basis with at least quarterly reviews and clients may impose written restrictions on investments.

Noteworthy aspects include a small, recently formed advisory team managing a modest client base and assets under management, and ownership that includes professionals with outside employment who are also licensed insurance agents and may offer commissionable insurance products (the brochure discloses this activity and the potential for related conflicts). The firm also discloses its relationships with specific custodians and its ability to provide 3(21)/3(38) retirement fiduciary services, which can affect implementation and operational arrangements.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting

Fee options

Fixed

Fixed fees range from $1,500 to $4,000 per project

Percentage

1.00% annually

Project-based

$150 - $200 per hour

Other

Fee-only: Hourly fees range from $150 - $200 per hour; Fixed fees range from $1,500 to $4,000 per project

Main office location

Aggregate Financial Services, Inc.

Navarre FL, United States

Number of offices

1

Most active in

California · Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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