Aaron Royce Simpson
Investment adviser representative at Alpha Planning and Financial Services, Inc.
6 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$112.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Alpha Planning and Financial Services, Inc.Jul 2017 to now
- Simpson Financial Services, LLCJan 2019 to Dec 2022
- UnemployedApr 2017 to Jun 2017
- Clarity 2 Prosperity Advisory GroupJun 2016 to Mar 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Alpha Planning and Financial Services, Inc.
$112.8MAssets managed
222Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6950543
- Firm CRD
- 130842