Aaron Fagan
Fagan Associates · Troy, New York
Aaron Fagan is a fee-only financial advisor at Fagan Associates in Troy, New York. Aaron focuses on retirement planning. Fagan Associates reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Fagan Associates |
|---|---|
| Based in | Troy, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $940.7M across 3,144 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 7405070 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | faganasset.com |
| Profile |
How Aaron's firm compares
- Fagan Associates's average account is about $299,000, from its Form ADV (assets managed divided by 3,144 accounts).
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Questions about Aaron
Is Aaron Fagan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Fagan Associates 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, Fagan Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Aaron Fagan based?
Aaron Fagan is based in Troy, New York.
What does Aaron specialize in?
Aaron's specialties include retirement planning. Aaron works with pre-retirees.
Is Aaron Fagan registered with the SEC?
Yes. Aaron Fagan is registered as an investment adviser representative in NY and TX (CRD 7405070), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fagan Associates manage?
Fagan Associates reports $940.7M across 3,144 accounts in assets under management.
How do I contact Aaron Fagan?
Through Aaron's website, faganasset.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
- Fagan Associates 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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