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Aaron Joseph Plautz

Principia Wealth Advisory, LLC

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About Aaron Joseph Plautz

Aaron Plautz is a financial advisor registered in Texas with Principia Wealth Advisory, LLC. Aaron is also a member of Thousand Hills, LLC and James 127, LLC. Aaron has experience working with high-net-worth individuals, insurance companies, and charitable organizations. Aaron's specializations include investment management, financial planning, pension consulting, and portfolio management for businesses and individuals. Aaron provides a variety of services, including fixed fees, hourly charges, and percentage of assets.

Firm Information

Aaron Plautz is currently registered with Principia Wealth Advisory, LLC. Principia Wealth Advisory, LLC is a Dallas, TX-based registered investment advisor. The firm manages over $163.2 million in assets for 634 clients, including high-net-worth individuals, charitable organizations, and insurance companies. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
Principia Wealth Advisory, LLC

13355 NOEL RD. STE 1100

DALLAS, TX 75240

$163.20M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Aaron Plautz’s Registration & Firm History

TX

03/03/2010 - Present

Principia Wealth Advisory, LLC (DALLAS TX)

TX

10/04/2005 - 01/08/2010

AXA ADVISORS, LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 10/04/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/25/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Joseph Plautz.
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