Aaron Rubin
Werba Rubin Papier Wealth Management, LLC · San Jose, California
Aaron Rubin is a fee-only financial advisor at Werba Rubin Papier Wealth Management, LLC in San Jose, California, who holds the CFP, CPA and JD credentials. Werba Rubin Papier Wealth Management, LLC reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Werba Rubin Papier Wealth Management, LLC |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.40B across 2,105 accounts |
| Credentials | CFP · CPA · JD |
| SEC registration | Investment adviser representative in CA · CRD 5513214 |
| Exams passed | Series 66 (2008) |
| Firm size | 18 employees |
| Disclosures | None reported |
How Aaron's firm compares
- Werba Rubin Papier Wealth Management, LLC's average account is about $666,000, from its Form ADV (assets managed divided by 2,105 accounts).
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Questions about Aaron
Is Aaron Rubin a fee-only financial advisor?
Yes. Aaron Rubin is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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's firm, Werba Rubin Papier Wealth Management, LLC, reports charging a percentage of assets on its SEC Form ADV.
Where is Aaron Rubin based?
Aaron Rubin is based in San Jose, California.
What credentials does Aaron Rubin hold?
Aaron Rubin holds the CFP, CPA and JD credentials.
Is Aaron Rubin registered with the SEC?
Yes. Aaron Rubin is registered as an investment adviser representative in CA (CRD 5513214), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Werba Rubin Papier Wealth Management, LLC manage?
Werba Rubin Papier Wealth Management, LLC reports $1.40B across 2,105 accounts in assets under management.
How do I contact Aaron Rubin?
Contact details aren't on file yet. Search for Werba Rubin Papier Wealth Management, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Jose
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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