Brian Iles
Aurora Financial Strategies · Kokomo, Indiana
Brian Iles is a fee-only financial advisor at Aurora Financial Strategies in Kokomo, Indiana. Aurora Financial Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Brian →
Who they serve
- Early-career professionals
- Founders
- Retirees
- Physicians
- Tech employees
Facts
| Firm | Aurora Financial Strategies |
|---|---|
| Based in | Kokomo, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Assets under management | $541.5M across 1,981 accounts |
| SEC registration | Investment adviser representative in IN · CRD 8211026 |
| Exams passed | Series 65 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.aurorafinancialstrategies.com |
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian 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 Brian
Is Brian Iles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Aurora Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Aurora Financial Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Brian charge?
According to Aurora Financial Strategies's website, checked October 30, 2026: no asset minimum.
Where is Brian Iles based?
Brian Iles is based in Kokomo, Indiana.
Is Brian Iles registered with the SEC?
Yes. Brian Iles is registered as an investment adviser representative in IN (CRD 8211026), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aurora Financial Strategies manage?
Aurora Financial Strategies reports $541.5M across 1,981 accounts in assets under management.
How do I contact Brian Iles?
Through Brian's website, www.aurorafinancialstrategies.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
- Aurora Financial Strategies 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.