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Aaron James White

Adero Partners, LLC

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About Aaron James White

Aaron White is a Certified Financial Planner® professional with over 10 years of experience in the financial services industry. Aaron is currently registered as an Investment Advisor Representative with Adero Partners, LLC and has been with the firm since August 2018. Prior to joining Adero Partners, Aaron worked at Vista Wealth Management, LLC in San Francisco. Aaron holds a Series 65 license and has a strong track record of providing financial advice to individuals, families, and businesses. Aaron is a member of the investment committee for Jade PTC LLC, a limited liability and private trust company in Reno, Nevada. Aaron specializes in providing financial planning, investment management, and insurance solutions to his clients.

Firm Information

Aaron White is currently registered with Adero Partners, LLC. Adero Partners, LLC is a registered investment advisor headquartered in Walnut Creek, CA. They provide financial planning, portfolio management for individuals, selection of other advisors, and insurance and cash management solutions. The firm manages over $4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Adero Partners, LLC

1646 N. CALIFORNIA BLVD.

WALNUT CREEK, CA 94596

$4.04B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance solutions, cash management solutions

Insurance solutions, cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with our affiliate, focus risk solutions

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Aaron White’s Registration & Firm History

CA

08/14/2018 - Present

Adero Partners, LLC (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 09/03/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron James White.
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