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Canton, OH Office

Team
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AAN Wealth Advisors LLC logo

AAN Wealth Advisors LLC

Team

Firm-wide stats for AAN Wealth Advisors LLC

Total advisors

11

Across 8 offices

Clients per advisor

21 Very Low

Avg AUM per client

$567,686 Low

HNW client ratio

25% Low

About

AAN Wealth Advisors LLC serves individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations and investment companies, providing investment advisory services, financial planning and project consulting. The firm assists clients in selecting model portfolios and with account opening and ongoing oversight alongside custodians and other service providers.

AAN generally delegates day‑to‑day portfolio management to an unaffiliated subadvisor that implements and rebalances model portfolios on a discretionary basis, while AAN retains authority to select, change, hire or fire the subadvisor and to monitor performance. The brochure notes that those model portfolios are not tailored to individual securities restrictions, so clients generally cannot impose custom investment restrictions on the managed models.

Compared with many peer team firms, AAN operates an uncommon multi‑office structure and is registered or notice‑filed in multiple states and has applied for SEC registration, indicating a broader footprint than is typical for similar firms. The firm also has an affiliated insurance marketing entity and its advisers may sell insurance and receive commissions or referral compensation, a relationship disclosed as a potential conflict of interest.

Based on AAN Wealth Advisors LLC

Expertise

Business sale tax planning Business succession planning

Based on AAN Wealth Advisors LLC

Location

4450 Belden Village Ave NW, Suite 704

Canton OH 44718

Advisors at this office

4

Advisors at this office

user avatar

Joshua P

Series 65

Canton, OH

AAN Wealth Advisors LLC

Joshua Postlewaite is a financial advisor at AAN Wealth Advisors LLC in Canton, OH, holding a Series 65 designation with two years of industry experience. Prior to joining AAN Wealth Advisors, he worked for eight years at Midwest Dental and Smile Brands. AAN Wealth Advisors provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm uses a risk tolerance questionnaire and Investment Policy Statement to recommend model portfolios and employs an external subadvisor to manage and rebalance client portfolios on a discretionary basis.

Business sale tax planning Business succession planning
user avatar

Justin A

Series 63, Series 65

Canton, OH

AAN Wealth Advisors LLC

Justin Atkinson is a financial advisor with AAN Wealth Advisors LLC in Canton, OH, holding Series 63 and Series 65 credentials and having 25 years of industry experience. His prior roles include positions at Atlas Growth Partners GP, LLC, Atlas Resources, LLC, and Anthem Securities, Inc. He has been with AAN Wealth Advisors since 2019. AAN Wealth Advisors LLC provides investment advisory services, financial planning, and project consulting to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies. The firm uses an unaffiliated subadvisor to manage model portfolios on a discretionary basis while retaining oversight and control over subadvisor selection and performance.

Business sale tax planning Business succession planning
user avatar

Douglas S

Series 65

Canton, OH

AAN Wealth Advisors LLC

Douglas Sanders is a financial advisor at AAN Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Affinity Advisory Network, LLC and World Finance Group. Sanders is also licensed to sell insurance products and dedicates part of his time to this activity. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through a recommended subadvisor, along with project consulting and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to recommend model portfolios and oversees an unaffiliated subadvisor that manages those portfolios on a discretionary basis.

Business sale tax planning Business succession planning
user avatar

Joshua R

CFP®, Series 66

Canton, OH

AAN Wealth Advisors LLC

Joshua Rochon is a CFP® professional with 18 years of experience in the financial services industry. He currently works at AAN Wealth Advisors LLC and has held prior roles at firms including Advisory Alpha, LLC, TFO Wealth Partners, LLC, and Fifth Third Securities. Rochon is also a licensed insurance agent involved in the sale of fixed insurance products. AAN Wealth Advisors LLC provides investment advisory services, financial planning, and project consulting to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies. The firm employs an investment approach that utilizes unaffiliated subadvisors for discretionary management of model portfolios while maintaining oversight and subadvisor selection internally.

Business sale tax planning Business succession planning
View complete list of advisors at this office
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