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Aaron Laranetto

Advisor at RFG Advisory, LLC — Long Beach, NY

Updated today

Credentials

Series 66

Experience

7 years

Location

Long Beach, NY

RFG Advisory, LLC logo

RFG Advisory, LLC

Multi-team

Total advisors

191

Across 86 offices

Clients per advisor

90 High

Avg AUM per client

$295,694 Very Low

HNW client ratio

7% Low

About

Aaron Laranetto is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has prior experience with firms including Fidelity Brokerage Services LLC, AXA Advisors, and American Portfolios Advisors. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm primarily uses discretionary portfolio management with model strategies and third-party platforms, and serves investment company clients as well as state and municipal government entities.

Client services

Based on RFG Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on RFG Advisory, LLC

Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Occupation focus

Based on RFG Advisory, LLC

Founder/Business Owner Executive Retired

Demographic focus

Based on RFG Advisory, LLC

Women Professionals Mid-Career Professionals

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Fee options

Fixed

Flat fees for financial planning and consulting services up to $50,000 negotiated per engagement

Percentage

$0+: up to 2.35% annually (varies by Financial Advisor; schedules are flat, linear, or tiered; negotiated individually) $0+: up to 0.50% RFG annual platform fee (included in total advisory fee) $0+: 0% to 1.00% strategist fee by manager (if applicable) $0+: Sub-adviser fee for Bluemonte Funds: 0.15% annually $0+: Retirement Plan Consulting fees not exceeding 1.00% of plan assets under management, negotiated case-by-case $0+: Annuity management fees up to 1.15% annually (billed quarterly advance) $0+: SMArtX accounts under $10,000 incur additional $10/month platform fee

Commissions

Some Financial Advisors are also registered representatives and receive commissions for sale of securities and insurance products; RFG receives portion for administrative support

Project-based

Hourly charges are possible for consulting but specific rates not disclosed

Other

Minimum fee: $12.50 non-refundable quarterly Account Service Fee deducted from Client accounts held at Fidelity, Pershing and Schwab; $10 per month platform fee for accounts under $10,000 under SMArtX platform Fee-only: Flat fees up to $50,000 for financial planning and consulting services, negotiated between Financial Advisor and Client

Location

See office

Long Beach, NY

Long Beach NY

Advisors at this office

1

Most active in

Florida · New York · Texas

Work history

7 years of industry experience

RFG Advisory, LLC DBA SixPoint Financial Partners

2022 - Present • 4 years

New York, NY

American Portfolios Advisors, Inc.

2021 - 2022 • 1 year

Boca Raton, FL

American Portfolios Financial Services, Inc.

2021 - 2022 • 1 year

Boca Raton, FL

Fidelity Brokerage Services llc

2020 - 2021 • 1 year

Boca Raton, FL

FIDELITY Personal and Workplace Advisors

2020 - 2021 • 1 year

Boca Rato, FL

AXA Advisors, LlC

2019 - 2020 • 1 year

New York, NY

temple University

2018 - 2019 • 1 year

Philadelphia, PA

Florida Atlantic University

2015 - 2018 • 3 years

Boca Raton, FL

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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Kadri A

Series 65

Farmingdale, NY

Financial Gym Advisors

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Private / alternative investments
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Tina H

Series 65

Farmingdale, NY

Financial Gym Advisors

Tina Hang is a Series 65 licensed financial advisor with Connective Wealth Partners, LLC, bringing two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, MBO Professional Services Inc, The Financial Gym, and PwC. Outside her advisory work, she consults on tax return reviews through MBO Professional Services Inc. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-driven investment process with a long-term orientation and constructs portfolios from a diverse range of asset classes while managing client risk and objectives through discretionary management and oversight of third-party managers.

Private / alternative investments
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Syed H

Series 65

Rego Park, NY

Prudent Investment Advisors, Inc.

Syed Haque is a financial advisor at Prudent Investment Advisors, Inc. with 13 years of industry experience and a Series 65 credential. He has been a practicing CPA since 1989 and operates his accounting practice independently alongside his advisory role. Prudent Investment Advisors, Inc. is an independent firm managing approximately $7.4 million in discretionary assets for individuals, retirement accounts, and charitable organizations. The firm employs a combination of fundamental and technical analysis to manage a small, concentrated client base primarily on a discretionary basis.

Active portfolio management
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Andre M

CFP®, Series 63

Baldwin, NY

Delphin Investments

Andre Mcdonnaugh is a CFP® with 38 years of industry experience. He is currently with Delphin Investments and has previously operated McDonnaugh Securities LLC and AI McDonnaugh & Co. Inc. In addition to his advisory work, he owns a tax preparation service and an insurance sales business. Delphin Investments serves institutional and sophisticated individual investors through private funds and separate-account OCIO engagements. The firm employs a proprietary asset-allocation model and diversified investment strategies across global tactical allocation, U.S. small-cap equities, and regional private-market opportunities, and it also offers investment technology platforms and curated private-market deal flow.

Active portfolio management Private / alternative investments Factor investing / smart beta Founder/Business Owner Executive Immigrants
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Chong Tong C

Series 65

Arverne, NY

Rhizome Capital Management LLC

Chong Tong Chen is the sole advisor at Rhizome Capital Management LLC and holds a Series 65 designation with three years of industry experience. He has been with Rhizome Capital Management since 2021 and has been involved with Rhizome Partners LP since 2013. Rhizome Capital Management provides discretionary portfolio management to high-net-worth individuals and manages three privately offered Delaware limited-partnership funds under Regulation D. The firm employs fundamental analysis and pursues concentrated strategies including long/short trading in micro- and small-cap equity and debt, with additional focus on real-estate and hard-asset exposures.

Active portfolio management Concentrated stock management Real estate investing
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Attila M

Series 65

Sunnyside, NY

Mendlstein Capital Holdings LLC

Attila Mendli is a financial advisor at Mendlstein Capital Holdings LLC with a Series 65 credential. He has one year of industry experience and has held roles at Corvinus University and several companies including Uber Technologies and Hogan Personnel. Mendlstein Capital Holdings LLC provides financial planning, consulting, and portfolio management primarily to individuals, high-net-worth individuals, and small to medium-sized businesses. The firm focuses on ETF-centric portfolios using thematic, macroeconomic, and fundamental analysis with a long-term orientation and occasional tactical adjustments tailored to each client’s circumstances.

General retirement planning General tax planning General estate planning guidance Debt management Cash flow / budgeting
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