Aviator Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aviator Financial provides advisory services to individuals, high‑net‑worth individuals, and pension or profit‑sharing plans, offering ongoing portfolio management and standalone financial planning. The firm develops individualized Investment Policy Statements and delivers written financial plans, with ongoing accounts monitored and reported through the custodian.
Aviator operates on a non‑discretionary basis and does not exercise trading discretion over client accounts, implementing investment decisions only with client authorization. The firm combines charting, fundamental and technical analysis with a long‑term trading orientation and uses mutual funds, fixed income, ETFs (including precious‑metal ETFs), annuities and non‑U.S. securities in client portfolios.
Noteworthy distinctions include the principal’s activity as a licensed insurance agent and the occasional recommendation or sale of commissionable insurance and annuity products, a relationship the firm discloses as a potential conflict of interest. The firm also typically requires clients to use specific custodians, may receive soft‑dollar research or services from broker‑dealers, and does not aggregate trades across multiple client accounts.
Client services
Expertise
Fee options
Fixed fees for financial planning between $0 and $5,000 (negotiated)
$0 - $50,000: 1.50% $50,001 - $350,000: 1.20% $350,001+: 1.00%
Main office
1748 Erly Road
Newport PA 17074
Advisors at this office
1
Most active in
Pennsylvania
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
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