# Aaron Skloff

> Aaron Skloff is a fee-only financial advisor at Skloff Financial Group in Naples, Florida, who holds the CFA credential. Skloff Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/aaron-skloff/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Skloff Financial Group
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $114.0M across 634 accounts
- **Credentials:** CFA
- **CRD:** 2246558 (https://adviserinfo.sec.gov/individual/summary/2246558)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1992), Series 65 (1992), Series 66 (2004)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://csn-connect.com/business-hub/business/9

## Frequently asked questions

### Is Aaron Skloff a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Skloff Financial 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's firm, Skloff Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Aaron Skloff based?

Aaron Skloff is based in Naples, Florida.

### What credentials does Aaron Skloff hold?

Aaron Skloff holds the CFA credential.

### Is Aaron Skloff registered with the SEC?

Yes. Aaron Skloff is registered as an investment adviser representative in FL (CRD 2246558), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Skloff Financial Group manage?

Skloff Financial Group reports $114.0M across 634 accounts in assets under management.

### How do I contact Aaron Skloff?

Through Aaron's website, csn-connect.com/business-hub/business/9.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2246558): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.