Aaron Simpson
Alpha Planning and Financial Services · Solon, Ohio
Aaron Simpson is a fee-only financial advisor at Alpha Planning and Financial Services in Solon, Ohio, who holds the CFP and ChFC credentials. Alpha Planning and Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Alpha Planning and Financial Services |
|---|---|
| Based in | Solon, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $112.8M across 578 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in OH, TX · CRD 6950543 |
| Exams passed | Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.alphaplanners.com |
| Profile |
How Aaron's firm compares
- Alpha Planning and Financial Services's average account is about $195,000, from its Form ADV (assets managed divided by 578 accounts).
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Questions about Aaron
Is Aaron Simpson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Alpha Planning and Financial Services 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, Alpha Planning and Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aaron Simpson based?
Aaron Simpson is based in Solon, Ohio.
What credentials does Aaron Simpson hold?
Aaron Simpson holds the CFP and ChFC credentials.
Is Aaron Simpson registered with the SEC?
Yes. Aaron Simpson is registered as an investment adviser representative in OH and TX (CRD 6950543), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpha Planning and Financial Services manage?
Alpha Planning and Financial Services reports $112.8M across 578 accounts in assets under management.
How do I contact Aaron Simpson?
Through Aaron's website, www.alphaplanners.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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