Aaron
Seil
True Wealth Design, LLC
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About this Advisor
Aaron Seil is a chartered financial analyst who works out of Akron, Ohio with 2 years of industry experience. Seil currently works for True Wealth Design, LLC. During their career, the advisor has held roles at Ruggaard & Associates, Inc, Seil Wealth Management, LLC and True Wealth Design, LLC. Seil holds a Series 63 license, designating them as a securities representative, and is able to work in Ohio. True Wealth Design, LLC is an advisory firm that has its headquarters in Akron, OH. It has offices in seven locations and a total of 11 advisors. It handles $431 million in total assets across its 1,321 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,321 client accounts, 33% are held by high-net-worth individuals who have at least $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees vary depending on the services. Fee types billed by True Wealth Design, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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True Wealth Design, LLC Brokerage Details
$431,088,083
11
1,321
$326,335
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Aaron Seil Work History
Aaron has been registered as a financial advisor for 2 years.*
True Wealth Design, LLC
Seil Wealth Management, LLC
Ruggaard & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Seil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at True Wealth Design, LLC
Canonsburg, PA
Sewickley, PA
Akron, OH
Akron, OH
Akron, OH
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