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Aaron C Barnes

Advisor at Altitude Capital Management LLC — Bastrop, TX

Updated today

Credentials

Series 65, Series 66

Experience

1 year

Location

Bastrop, TX

Altitude Capital Management LLC logo

Altitude Capital Management LLC

Multi-team

Total advisors

35

Across 32 offices

Clients per advisor

14 Very Low

Avg AUM per client

$212,295 Very Low

HNW client ratio

26% Typical

About

Aaron Barnes is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Willis Towers Watson and CV Starr. Outside of advising, he is involved in insurance sales and mortgage loan brokerage activities in Austin, Texas. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging, with accounts managed primarily on a discretionary basis.

Client services

Based on Altitude Capital Management LLC

Financial planning Portfolio management

Expertise

Based on Altitude Capital Management LLC

Annuities General estate planning guidance

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Fee options

Fixed

Fixed fees from $500 to $2,500 per project

Project-based

$200 - $500 per hour, negotiable

Other

Fee-only: Hourly fees range from $200 - $500 per hour; fixed fees range from $500 to $2,500 per project

Location

See office

Bastrop, TX

Bastrop TX

Advisors at this office

1

Most active in

Texas

Work history

1 year of industry experience

Altitude Capital Management LLC

2025 - Present • 1 year

Des Moines, IA

Willis towers watson

2018 - Present • 8 years

Austin, TX

CV Starr

2015 - 2018 • 3 years

New York, NY

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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Barbara D

Series 63, Series 65

McDade, TX

WESTPARK WEALTH Advisors, Inc.

Barbara Derusha is a financial advisor at Westpark Wealth Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Westpark Wealth Advisors since 2018, in addition to roles at Calton & Associates, Inc. and Pension Planners of Central Texas. Outside of her advisory roles, she is a partner in Compass Retirement Planning. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm employs a range of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Options & derivatives strategies
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Diane B

Series 63, Series 66

Bastrop, TX

Hilltop Securities inc.

Diane Binford is a financial advisor at Hilltop Securities Inc. with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Hilltop Securities since 2018, with prior experience at Southwest Securities Inc. Hilltop Securities serves a diverse client base including individual, high-net-worth, institutional, corporate, and retirement-plan sponsors, offering a range of advisory and brokerage services on an open-architecture platform that includes firm-sponsored and third-party investment strategies. The firm combines custody, banking, and market-making capabilities, providing clients with discretionary and non-discretionary management options, tax-aware and impact overlay services, and specialized municipal bond strategies.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
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Matthew K

Series 66

Bastrop, TX

Wealth Enhancement Advisory Services, LLC

Matthew Kolesky is a financial advisor at Wealth Enhancement Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Arbor Capital Management, Inc. for 22 years and Charles Schwab for three years. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Michael H

Series 63, Series 65

Bastrop, TX

LPL Financial

Michael Hosford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior firms include Royal Alliance, National Planning Corporation, and American General Securities Incorporated. Outside of his advisory role, he owns an equipment leasing company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joe A

Series 66

West Bastrop, TX

LPL Financial

Joe Abbott is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing, BBVA Compass Insurance Agency, and Morgan Stanley. Abbott is also involved with First National Bank of Bastrop and Highland Capital Brokerage in financial advisory and insurance-related capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Leah O

CFP®, Series 66

Bastrop, TX

Edward Jones

Leah Oliver is a CFP® with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and operates out of Bastrop, TX. Outside of her advisory role, she is involved in aircraft ownership through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Founder/Business Owner
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