Aaron
Eppard
Keel Point, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Aaron Eppard is a certified financial planner working out of Vienna, Virginia with a total of 2 years of relevant experience. Eppard is on the advisory team at Keel Point, LLC. Their career trajectory has included roles at Patrick Henry Comm.Col, Liberty University, Student and Keel Point, LLC. Eppard is able to work in Virginia. Keel Point, LLC is a registered investment business that has its headquarters in Huntsville, AL. The investment advisory business has offices in nine locations and a total of 83 people on staff. It manages $3 billion in assets between its 4,850 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 4,850 customer accounts, 44% belong to high-net-worth investors who have at least $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice usually vary depending on which services the firm provides the client. However, fee types charged by Keel Point, LLC most likely are comprised of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Keel Point, LLC Brokerage Details
$2,549,034,075
83
4,850
$525,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Aaron Eppard Work History
Aaron has been registered as a financial advisor for 2 years.*
Keel Point, LLC
Liberty University
Patrick Henry Comm.Col
Student
*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 Eppard 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 Keel Point, LLC
Huntsville, AL
Huntsville, AL
Huntsville, AL
Vienna, VA
Huntsville, AL
Huntsville, AL
Arnold, MD
Chattanooga, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
