Aaron Schwartz
Mcfarland Associates · Monterey, California
Aaron Schwartz is a fee-only financial advisor at Mcfarland Associates in Monterey, California, who holds the CFP credential. Mcfarland Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mcfarland Associates |
|---|---|
| Based in | Monterey, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $83.2M across 131 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5578079 |
| Exams passed | Series 63 (2010) · Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | mcfarlandria.com |
How Aaron's firm compares
- Mcfarland Associates's average account is about $635,000, from its Form ADV (assets managed divided by 131 accounts).
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Questions about Aaron
Is Aaron Schwartz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Mcfarland 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, Mcfarland Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aaron Schwartz based?
Aaron Schwartz is based in Monterey, California.
What credentials does Aaron Schwartz hold?
Aaron Schwartz holds the CFP credential.
Is Aaron Schwartz registered with the SEC?
Yes. Aaron Schwartz is registered as an investment adviser representative in CA (CRD 5578079), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mcfarland Associates manage?
Mcfarland Associates reports $83.2M across 131 accounts in assets under management.
How do I contact Aaron Schwartz?
Through Aaron's website, mcfarlandria.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
- 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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