Aidan L Chacon
Advisor at Boulay Wealth — Eden Prairie, MN
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.
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.
Credentials
CFP®, Series 65
Experience Industry experience
1 year
Location
Eden Prairie, MN 55344
Boulay Wealth
Multi-team
Aidan Chacon is a CFP® and holds a Series 65 license with two years of experience in the financial industry. He has worked at Boulay Financial Advisors since 2024 and previously at Orgel Wealth Management. Before entering the financial field, he spent four years at the University of Wisconsin, Eau Claire, and five years in secondary education roles. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, and provides integrated advisory, tax, and insurance services through its affiliated companies.
Based on Boulay Wealth
Based on Boulay Wealth
Fixed fee for financial planning: $10,000 to $50,000, payable one-half upon agreement execution and balance at plan presentation, negotiable.
Typically ranges from 0.60% to 1.95% based upon size, nature, and complexity of client relationship; fees are negotiable and may be charged as a blended rate or incremental fee arrangement
Hourly fee for financial planning: $150 - $450 per hour, negotiable.
Account minimum: $1,000,000 Minimum fee: Minimum total annual fee of $10,000; minimum fee can be negotiated or established at a flat annual rate Fee-only: Financial planning fees charged as fixed fees from $10,000 to $50,000 and hourly fees from $150 to $450 per hour, both negotiable.
Eden Prairie, MN
11095 Viking Drive, Suite 500
Eden Prairie MN 55344
Advisors at this office
30
Minnesota
1 year of industry experience
Boulay Financial Advisors, LLC
2024 - Present • 2 years
Eden Prairie, MN
Orgel Wealth Management
2023 - 2024 • 1 year
Eau Claire, WI
University of Wisconsin, Eau Claire
2020 - 2024 • 4 years
Eau Claire, WI
D.C. Everest High School
2017 - 2020 • 3 years
Weston, WI
D.C. Everest Junior High
2015 - 2017 • 2 years
Weston, WI
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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