Aaron Nielsen
Shared Prosperity Group · Portland, Oregon
Aaron Nielsen is a fee-only financial advisor at Shared Prosperity Group in Portland, Oregon. Aaron charges a percentage of assets (1% a year on the first tier of assets managed and a $50,000 asset minimum) and focuses on retirement planning.
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Specialties
Facts
| Firm | Shared Prosperity Group |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $50,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $680K across 4 accounts |
| SEC registration | Investment adviser representative in LA, OR · CRD 6086063 |
| Exams passed | Series 63 (2013) · Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | sharedprosperitygroup.com |
| Profile |
How Aaron's firm compares
- Shared Prosperity Group's average account is about $170,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Aaron
Is Aaron Nielsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Shared Prosperity Group 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.
How much does Aaron charge?
According to Shared Prosperity Group's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $50,000 asset minimum.
Where is Aaron Nielsen based?
Aaron Nielsen is based in Portland, Oregon.
What does Aaron specialize in?
Aaron's specialties include retirement planning.
Is Aaron Nielsen registered with the SEC?
Yes. Aaron Nielsen is registered as an investment adviser representative in LA and OR (CRD 6086063), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shared Prosperity Group manage?
Shared Prosperity Group reports $680K across 4 accounts in assets under management.
How do I contact Aaron Nielsen?
Through Aaron's website, sharedprosperitygroup.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
- Shared Prosperity Group 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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