Gregory Scott Aagaard
Advisor at RAI Wealth — Naperville, IL
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 66
Experience Industry experience
20 years
Location
Naperville, IL 60563
RAI Wealth
Team
Total advisors
6Clients per advisor
70 HighAvg AUM per client
$1,066,532 TypicalHNW client ratio
33% TypicalGregory Aagaard is a Certified Financial Planner (CFP®) and holds a Series 66 license with 20 years of industry experience. He is a financial advisor and relationship manager at RAI Wealth in Naperville, IL, having previously worked at Private Client Services, Securities America Advisors, Trust Company of Illinois, and TC Wealth Partners. RAI Wealth serves individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses, offering tailored investment advice, financial planning, tax services, and retirement plan advisory. The firm uses risk-based proprietary model portfolios and employs modern portfolio theory alongside quantitative tools, with implementation supported by third-party managers on the TownSquare platform.
Based on RAI Wealth
Financial planning fees range from $300 to $2,500 per project; tax preparation fees range from $250 to $4,000 fixed fee.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Advisory professionals may receive commissions for sale of securities and insurance products.
Ongoing financial planning services charged as an annual retainer (payment options include single, two, or four quarterly payments).
Naperville, IL
1700 Park Street, Suite 106
Naperville IL 60563
Advisors at this office
6
Illinois
20 years of industry experience
Private Client Services, LLC
2023 - Present • 3 years
Louisville, KY
RAI Wealth
2023 - Present • 3 years
Naperville, IL
Securities America Advisors
2021 - 2023 • 2 years
Naperville, IL
Trust Company of Illinois
2016 - 2021 • 5 years
Downers Grove, IL
TC Wealth Partners
2016 - 2021 • 5 years
Downers Grove, IL
ELKHORN INVESTMENTS
2013 - 2016 • 3 years
Wheaton, IL
Guggenheim Investments
2005 - 2008 • 3 years
IL
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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)