Aiden Cox
Canter Wealth · La Jolla, California
Aiden Cox is a fee-only financial advisor at Canter Wealth in La Jolla, California, who holds the CFP credential. Aiden focuses on retirement planning, tax planning and estate & legacy planning. Canter Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Aiden →
Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Canter Wealth |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $386.5M across 280 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7374528 |
| Exams passed | Series 63 (2021) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.canterwealth.com |
How Aiden's firm compares
- Canter Wealth's average account is about $1.4 million, from its Form ADV (assets managed divided by 280 accounts).
Request an introduction to Aiden
Tell Aiden a little about what you're looking for. Aiden isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Aiden
Is Aiden Cox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aiden holds no broker registration, and Canter Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aiden charge for financial advice?
Aiden's firm, Canter Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Aiden Cox based?
Aiden Cox is based in La Jolla, California.
What does Aiden specialize in?
Aiden's specialties include retirement planning, tax planning and estate & legacy planning. Aiden works with pre-retirees and retirees.
What credentials does Aiden Cox hold?
Aiden Cox holds the CFP credential.
Is Aiden Cox registered with the SEC?
Yes. Aiden Cox is registered as an investment adviser representative in CA (CRD 7374528), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Canter Wealth manage?
Canter Wealth reports $386.5M across 280 accounts in assets under management.
How do I contact Aiden Cox?
Through Aiden's website, www.canterwealth.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
- Canter Wealth 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.
See something wrong? Request a correction. Read our methodology.