David Trott
Aragorn · Milton, Massachusetts
David Trott is a fee-only financial advisor at Aragorn in Milton, Massachusetts. Aragorn reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aragorn |
|---|---|
| Based in | Milton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $16.4M across 51 accounts |
| SEC registration | Investment adviser representative in MA · CRD 1309964 |
| Exams passed | Series 63 (1985) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
How David's firm compares
- Aragorn's average account is about $322,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about David
Is David Trott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Aragorn reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Aragorn, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Trott based?
David Trott is based in Milton, Massachusetts.
Is David Trott registered with the SEC?
Yes. David Trott is registered as an investment adviser representative in MA (CRD 1309964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aragorn manage?
Aragorn reports $16.4M across 51 accounts in assets under management.
How do I contact David Trott?
Contact details aren't on file yet. Search for Aragorn.
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
- 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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