# Aaron Brickley

> Aaron Brickley is a fee-only financial advisor at Brickley Wealth Management in San Mateo, California, who holds the CFP and CPWA credentials. Aaron focuses on equity compensation, tax planning and estate & legacy planning. Brickley Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/aaron-brickley/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Brickley Wealth Management
- **Based in:** San Mateo, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $950.1M across 549 accounts
- **Credentials:** CFP, CPWA
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Retirement planning, Founders (pre-exit), Retirement with concentrated positions
- **Works with:** Tech employees, Founders, Multi-generational families
- **CRD:** 5326096 (https://adviserinfo.sec.gov/individual/summary/5326096)
- **SEC registration:** Investment adviser representative in CA, OR
- **Exams passed:** Series 66 (2007)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://brickleywealth.com

## Frequently asked questions

### Is Aaron Brickley a fee-only financial advisor?

Yes. Aaron Brickley is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Aaron's firm.

### How does Aaron charge for financial advice?

Aaron's firm, Brickley Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Aaron Brickley based?

Aaron Brickley is based in San Mateo, California.

### What does Aaron specialize in?

Aaron's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning, founders (pre-exit) and retirement with concentrated positions. Aaron works with tech employees, founders and multi-generational families.

### What credentials does Aaron Brickley hold?

Aaron Brickley holds the CFP and CPWA credentials.

### Is Aaron Brickley registered with the SEC?

Yes. Aaron Brickley is registered as an investment adviser representative in CA and OR (CRD 5326096), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Brickley Wealth Management manage?

Brickley Wealth Management reports $950.1M across 549 accounts in assets under management.

### How do I contact Aaron Brickley?

Through Aaron's website, brickleywealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49847): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.brickleywealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.