Aaron Hodari
Advisor at Arax Advisory Partners
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.
Advisor at Arax Advisory Partners
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.
Location
Birmingham, MI 48009
Credentials
CFP®, Series 63, Series 65
Industry experience
14 years
Aaron Hodari is a CFP® professional with 13 years of experience in the financial advisory industry. He is currently with Arax Advisory Partners and has previously worked at firms including Schechter Investment Advisors and Kingswood Capital Partners. In addition to his advisory role, he has responsibilities related to deal sourcing, diligence, and portfolio management for private funds managed by Schechter Private Capital. Arax Advisory Partners serves primarily affluent and high-net-worth individuals as well as a variety of institutional clients. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and access to alternative and private investment vehicles.
Based on Arax Advisory Partners
Based on Arax Advisory Partners
Fixed fees for financial planning projects range from $10,000 to $500,000
$0 - $1,000,000: 0.50% to 2% annually (varies by size and complexity) $1,000,000+: 0.50% to 2% annually (varies by size and complexity)
Certain supervised persons are registered representatives offering commission-based brokerage and insurance products under separate arrangements.
Hourly consulting fees range from $195 to $425 per hour
Performance-based fees charged to certain Accredited Investors and Qualified Purchasers investing in alternative investments, generally 10% profit participation after preferred return
Account minimum: $1,000,000 Minimum fee: Fixed fees for financial planning range from $10,000 to $500,000 Fee-only: Investment advisory fees based on assets under management; fixed fees for financial planning; hourly fees
111 E. Merrill Street, Suite 400
Birmingham, MI 48009
Michigan
Arax Advisory Partners
2025 - Present (1 year)
Schechter Investment Advisors, LLC
2021 - 2025 (4 years)
Kingswood Capital Partners, LLC
2018 - Present (8 years)
Chalice Capital Partners, LLC
2018 - 2018 (1 year)
Schechter Investment Advisors, LLC
2016 - 2021 (5 years)
Niagara International Capital Limited
2016 - 2018 (2 years)
Robert Schechter & Associates.
2013 - Present (13 years)
Schechter Investment Advisors, LLC
2013 - 2016 (3 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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.
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