Aaron Dessen
Payne Capital Management · Blue Bell, Pennsylvania
Aaron Dessen is a fee-only financial advisor at Payne Capital Management in Blue Bell, Pennsylvania, who holds the CFP credential. Payne Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Payne Capital Management |
|---|---|
| Based in | Blue Bell, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.34B across 4,283 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6909889 |
| Exams passed | Series 65 (2018) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/3x6g6tlzdzps7ympu1uv1z |
How Aaron's firm compares
- Payne Capital Management's average account is about $313,000, from its Form ADV (assets managed divided by 4,283 accounts).
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Questions about Aaron
Is Aaron Dessen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Payne Capital Management 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's firm, Payne Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aaron Dessen based?
Aaron Dessen is based in Blue Bell, Pennsylvania.
What credentials does Aaron Dessen hold?
Aaron Dessen holds the CFP credential.
Is Aaron Dessen registered with the SEC?
Yes. Aaron Dessen is registered as an investment adviser representative in PA (CRD 6909889), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Payne Capital Management manage?
Payne Capital Management reports $1.34B across 4,283 accounts in assets under management.
How do I contact Aaron Dessen?
Through Aaron's website, open.spotify.com/show/3x6g6tlzdzps7ympu1uv1z.
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
- 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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