AAN WEALTH ADVISORS LLC

Overview

AAN Wealth Advisors LLC is an independent registered investment adviser operating as an LLC with individual ownership. The firm serves primarily individual and family clients and functions as a capital allocator, allocating client capital to third-party managers in addition to providing direct advice. Core advisory services listed by the firm include financial planning and the selection of other advisers. Its fee arrangements are flexible, combining AUM-based fees with hourly and fixed-fee engagements. The firm does not position itself as an ESG-active investor, is not a pension consultant, and reports an affiliation with an insurance company.

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