Aaron Szager
Osborne Partners · Menlo Park, California
Aaron Szager is a fee-only financial advisor at Osborne Partners in Menlo Park, California, who holds the CFP credential. Osborne Partners reports charging a percentage of assets and performance-based fees on its Form ADV.
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Who they serve
- Ultra high net worth
- Pre-retirees
Facts
| Firm | Osborne Partners |
|---|---|
| Based in | Menlo Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.65B across 2,125 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, PA, TX · CRD 4331724 |
| Exams passed | Series 63 (2001) · Series 65 (2006) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.osbornepartners.com |
| Profile |
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Questions about Aaron
Is Aaron Szager a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Osborne Partners 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, Osborne Partners, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Aaron Szager based?
Aaron Szager is based in Menlo Park, California.
What credentials does Aaron Szager hold?
Aaron Szager holds the CFP credential.
Is Aaron Szager registered with the SEC?
Yes. Aaron Szager is registered as an investment adviser representative in CA, PA and TX (CRD 4331724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Osborne Partners manage?
Osborne Partners reports $2.65B across 2,125 accounts in assets under management.
How do I contact Aaron Szager?
Through Aaron's website, www.osbornepartners.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
- Osborne Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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