Financial Aurora
Independent Fiduciary: We're not owned by any company, and we're required to put your needs ahead of ours. No Commission Revenue: We don't receive commissions in your investment accounts. So, no conflicts of interest. Proactive Contact: We will proactively contact you, and you don't have to worry about getting a new advisor every year. Comprehensive Services: We're independent, so we have access to a range of products from a variety of providers. No Investment Minimum: You're a person, not a profit margin. You do NOT have to have a certain amount of money to work with us. If your financial advisor has an investment minimum, do they care more about helping people or something else? Cash is Free: We do NOT charge a fee on your cash. Most financial advisors charge their fee on cash in your investment accounts. So, if you have an account with us that's 50% invested and 50% in cash, our fee is only on the invested portion. Does your financial advisor treat you this way? Disclosure Available Online: Financial Aurora's disclosure is available on our website. Every financial advisor has a disclosure, but most make it hard for you to access it. Do you really want to use a financial advisor that lacks transparency? Charges Fee in Arrears: Financial Aurora charges its fee in arrears. Most advisors charge in advance.like a cable company. Do you really want to pay a financial advisor before they've done their work? Want more questions to ask a financial advisor prior to hiring them? Find out how we put your needs first. Give us a call at 512.213.6400 and let us earn your business!
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Ahmad Adnan
Managing Director · General Business & Management
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Christopher Hewitt
Director of Operations · Operations
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