Aaron Connell
One Brick Planning · Greenwood Village, Colorado
Aaron Connell is a fee-only financial advisor at One Brick Planning in Greenwood Village, Colorado. Aaron charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $1,800 a year and one-time plans from $1,600).
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Facts
| Firm | One Brick Planning |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,800 a year · One-time plans from $1,600 · 0.95% a year on the first tier of assets managed |
| Assets under management | $30.5M across 182 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 6221930 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | onebrickplanning.com |
| Profile |
How Aaron's firm compares
- Ongoing planning starts at $1,800 a year, below the Colorado median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,600, below the Colorado median of $2,500 for fee-only firms that publish prices.
- One Brick Planning's average account is about $168,000, from its Form ADV (assets managed divided by 182 accounts).
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Questions about Aaron
Is Aaron Connell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and One Brick Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Aaron charge?
According to One Brick Planning's website, checked October 30, 2026: ongoing planning from $1,800 a year; one-time plans from $1,600; 0.95% a year on the first tier of assets managed.
Where is Aaron Connell based?
Aaron Connell is based in Greenwood Village, Colorado.
Is Aaron Connell registered with the SEC?
Yes. Aaron Connell is registered as an investment adviser representative in CO and TX (CRD 6221930), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does One Brick Planning manage?
One Brick Planning reports $30.5M across 182 accounts in assets under management.
How do I contact Aaron Connell?
Through Aaron's website, onebrickplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- One Brick Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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