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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2019
- Office Locations
- 9
Office Locations
About AAN Wealth Advisors LLC
AAN Wealth Advisors is a fiduciary advisory firm focused on retirement planning and building intentional income plans, integrating tax and legacy considerations and insurance/long-term care needs. The firm emphasizes straightforward, fully disclosed pricing with no commissions or revenue sharing. Portfolios commonly use ETFs alongside fixed income (including U.S. government/agency bonds). Reported custodians include Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Robert Hall
Owner, President
- CRD
- --
- Ownership
- 75% or more
Beth Hall
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JUSTIN TROY ATKINSON
Financial Advisor
- CRD
- #4385783
DENISE ALENE GRACE
President
- CRD
- #1256721
Showing 2 of 13 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $130,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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