Aaron Stine

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About Aaron Stine

Aaron Stine is a financial advisor who works with individuals and families entering retirement, those already in retirement, and business owners seeking clarity around their financial future. He focuses on building practical, long-term strategies designed to help clients preserve wealth, generate reliable income, and navigate life's financial transitions with confidence. Aaron emphasizes disciplined planning, clear communication, and customized solutions tailored to each client's goals.

See Disclosures

General Information

Firm Start Year

2023

No. of Employees

CRD#

6798663

Firm CRD#

173396

Insurance License#

20082662

Name of Custodial Firm

Charles Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Aaron began his career at Butler Financial Group in St. Johns, Michigan, where he built a strong foundation in financial planning and client service. He later joined Waggoner Financial in East Lansing, expanding his experience working with a broader client base. After a brief pause during the COVID period, Aaron returned to the industry with Michigan Financial Companies in Southfield. Following his time at MFC, he chose to pursue an independent path with the goal of building his own advisory firm focused on long-term planning and client relationships.

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Accident, Life, Health

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Fee % Based on Assets

.5% - 1.5%

Additional Details on Charges

Our firm utilizes a tier-based fee schedule while also taking into consideration other factors when determining advisory fees. Because each clients situation is unique, some clients may require additional services or ongoing support beyond others. Fees are structured to reflect the scope and complexity of services provided, and all fees are discussed transparently with clients in advance.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893367/paladinregistry-Stine-Wealth-Group-detailed-disclosure.html

Disclaimer

Advisory services offered through Luminist Capital, a registered investment adviser.

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Paladin Research Report For:

Stine Wealth Group