# Aaron Stern

> Aaron Stern is a fee-only financial advisor at Main Street Research in Lakeville, Connecticut. Aaron charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on estate & legacy planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/aaron-stern/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Main Street Research
- **Based in:** Lakeville, Connecticut
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.25% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $2.68B across 3,017 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6423527 (https://adviserinfo.sec.gov/individual/summary/6423527)
- **SEC registration:** Investment adviser representative in CA, CT, HI, NV, NY
- **Exams passed:** Series 65 (2014)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://www.ms-research.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Main Street Research 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 Main Street Research's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.

### Does Aaron work with clients virtually?

Yes. Main Street Research says on its website that it works with clients remotely.

### Where is Aaron Stern based?

Aaron Stern is based in Lakeville, Connecticut.

### What does Aaron specialize in?

Aaron's specialties include estate & legacy planning and family wealth transfer. Aaron works with multi-generational families.

### Is Aaron Stern registered with the SEC?

Yes. Aaron Stern is registered as an investment adviser representative in CA, CT, HI, NV and NY (CRD 6423527), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Main Street Research manage?

Main Street Research reports $2.68B across 3,017 accounts in assets under management.

### How do I contact Aaron Stern?

Through Aaron's website, www.ms-research.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6423527): 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
- The firm's website (https://ms-research.com/): specialties, clients served, and fees, checked October 30, 2026

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