A complete list of active advisors currently associated with Aggregate Financial Services, Inc.
Warmer can help you find a great advisor at Aggregate Financial Services, Inc. or one who fits your needs even better.
Aggregate Financial Services, Inc. serves individual investors, including high‑net‑worth clients, providing discretionary and non‑discretionary portfolio management, financial planning, retirement plan advisory (3(21)/3(38)) services, and estate‑planning assistance. The firm manages client accounts (discretionary AUM of $3,609,886 as of December 31, 2025) and presents written financial plans and periodic reporting to clients who may impose written investment restrictions. AFS tailors investment advice to each client’s objectives, time horizon, and risk tolerance and employs methods such as asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies, with at least quarterly portfolio reviews. The firm also leverages a third‑party Model Marketplace and tax‑management tools through Altruist, and discloses that it is responsible for the suitability of model portfolios and related tools it uses in managing client accounts. Noteworthy features include the firm’s relatively small client base and modest AUM for an advisory practice, and principals who also operate as licensed insurance agents and may offer commissionable insurance products (the brochure discloses this potential conflict and notes up to 30% of certain principals’ time may be spent on those activities). The brochure further discloses the firm’s use of third‑party model portfolios and related materials that can include model or hypothetical performance, and it states AFS assumes responsibility for assessing suitability when using those models.
To learn more about the advisors currently working at Aggregate Financial Services, Inc., 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 |
|---|---|---|
Navarre, FL
| 2
| |
Navarre, FL
| 15
| |
Navarre, FL
| 2
| |
Navarre, FL
| 2
|
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