Aerden LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides advice-only, fee-for-service financial planning to individuals and families through one-time engagements such as focused strategy sessions and comprehensive financial plans. It does not manage client investment accounts, accept custody, or report assets under management.
Investment guidance is grounded in modern portfolio theory, fundamental analysis, and strategic asset allocation with emphasis on diversification, cost-efficiency, and tax-efficiency. Recommendations are educational and client-implemented; the firm does not place trades, accept discretionary authority, or provide ongoing account monitoring outside scheduled meetings or client requests.
Noteworthy distinctions include a flat, prepaid planning fee model rather than percentage-of-assets fees and the use of an electronic payment platform for fee collection; the firm may apply an internal hourly-rate calculation to determine unearned fees if an engagement is terminated. The principal maintains an active insurance license and operates a separate financial-education media brand, both disclosed as outside activities and kept separate from the advisory business so that insurance products are not sold through the firm.
Client services
Financial planning
Expertise
General retirement planning
Income planning
Fee options
Strategy Session: $225 (one-time); Full Financial Plan: $2,500 (one-time)
Fee-only: Strategy Session: $225 (one-time); Full Financial Plan: $2,500 (one-time)
Main office location
Aerden LLC
Huntersville NC, United States
Number of offices
1
Most active in
Aerden LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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