Aerden LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only, advice-only financial planning to individuals and families through one-time engagements designed for either targeted questions or a comprehensive plan. It does not manage client investment accounts, accept discretionary authority, or maintain assets under management; clients implement any investment recommendations themselves.
The firm’s investment advice emphasizes long-term strategic asset allocation rooted in Modern Portfolio Theory, using fundamental analysis to evaluate funds and prioritizing diversification, cost-efficiency, and tax considerations. Account reviews occur only in connection with scheduled planning meetings or at the client’s request, and the firm does not provide ongoing monitoring or execute transactions for clients.
Noteworthy distinctions include the principal’s separate digital financial-education practice (operating approximately 40 hours per month) and an active insurance license, both conducted outside the advisory business and disclosed as potential conflicts of interest that the firm manages through fiduciary disclosures. The firm also uses prepaid flat fees collected electronically and documents safeguards for advance payments, differing from many peers that commonly charge percentage-of-AUM fees or offer portfolio management.
Client services
Expertise
Fee options
Strategy Session: $225 one-time; Full Financial Plan: $2,500 one-time
Hourly rate of $225 per hour for partial service work or cancellation fee calculations
Fee-only: Flat fees only; no asset-based fees
Main office
Huntersville NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Aerden LLC · Aerden Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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