Aaron Milledge
Targeted Wealth Solutions · Colorado Springs, Colorado
Aaron Milledge is a fee-only financial advisor at Targeted Wealth Solutions in Colorado Springs, Colorado, who holds the CFP and MBA credentials. Aaron charges a percentage of assets, an ongoing planning fee, hourly fees and a flat fee or retainer (ongoing planning from $5,200 a year and $200 an hour) and focuses on retirement planning, tax planning and small business owners.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Targeted Wealth Solutions |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly · Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $5,200 a year · $200 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $71.7M across 280 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CO, TX · CRD 6589063 |
| Exams passed | Series 65 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | targetedwealthsolutions.com |
How Aaron's firm compares
- Ongoing planning starts at $5,200 a year, below the Colorado median of $6,000 for fee-only firms that publish prices.
- The hourly rate is $200, below the Colorado median of $290 for fee-only firms that publish prices.
- Targeted Wealth Solutions's average account is about $256,000, from its Form ADV (assets managed divided by 280 accounts).
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Questions about Aaron
Is Aaron Milledge a fee-only financial advisor?
Yes. Aaron Milledge is listed in the XY Planning Network directory (XYPN members are fee-only). 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 charges a percentage of assets, an ongoing planning fee, hourly fees and a flat fee or retainer.
How much does Aaron charge?
According to Targeted Wealth Solutions's website, checked October 28, 2026: ongoing planning from $5,200 a year; $200 an hour.
Does Aaron work with clients virtually?
Yes. Targeted Wealth Solutions says on its website that it works with clients remotely.
Where is Aaron Milledge based?
Aaron Milledge is based in Colorado Springs, Colorado.
What does Aaron specialize in?
Aaron's specialties include retirement planning, tax planning, small business owners and founders (pre-exit). Aaron works with pre-retirees and retirees.
What credentials does Aaron Milledge hold?
Aaron Milledge holds the CFP and MBA credentials.
Is Aaron Milledge registered with the SEC?
Yes. Aaron Milledge is registered as an investment adviser representative in CO and TX (CRD 6589063), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Targeted Wealth Solutions manage?
Targeted Wealth Solutions reports $71.7M across 280 accounts in assets under management.
How do I contact Aaron Milledge?
Through Aaron's website, targetedwealthsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Targeted Wealth Solutions 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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