A complete list of active advisors currently associated with Aerden LLC

Warmer can help you find a great advisor at Aerden LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Aerden LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mallory Warren	Huntersville, NC	8

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