Aaron Brickley
Brickley Wealth Management · San Mateo, California
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.
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Specialties
Who they serve
- Tech employees
- Founders
- Multi-generational families
Facts
| Firm | Brickley Wealth Management |
|---|---|
| Based in | San Mateo, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $950.1M across 549 accounts |
| Credentials | CFP · CPWA |
| SEC registration | Investment adviser representative in CA, OR · CRD 5326096 |
| Exams passed | Series 66 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | brickleywealth.com |
| Profile |
How Aaron's firm compares
- Brickley Wealth Management's average account is about $1.7 million, from its Form ADV (assets managed divided by 549 accounts).
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Questions about Aaron
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Brickley Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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