Aaron O. Best

BEST WEALTH ADVISORY

SAINT GEORGE, UT 84770

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CRD#: 6280689

Professional summary

Aaron Oakley Best, CFP® is a registered financial advisor currently at BEST WEALTH ADVISORY, LLC located in Saint George, Utah.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Aaron has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Aaron Best may provide paraplanning services to other investment advisors. This activity accounts for approximately 15 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Oakley Best's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

September 26, 2023 - Present

BEST WEALTH ADVISORY, LLC

Office #1: 50 E 100 S Suite 200, Saint George, UT 84770

RIA

CRD#: 326526

SAINT GEORGE, UT

Past

May 31, 2022 - September 26, 2023

EP WEALTH ADVISORS

RIA

CRD#: 111147

ST. GEORGE, UT

Past

April 14, 2015 - June 24, 2022

VANTAGE ADVISORS, LLC

RIA

CRD#: 153054

ST. GEORGE, UT

Past

January 17, 2014 - August 18, 2014

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(11/6/2024)

IAR

Utah
(9/26/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/10/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/5/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/16/2014

General Securities Representative Examination

Current Firm

BEST WEALTH ADVISORY, LLC

CRD#: 326526 / SEC#:

Arizona

Registered Investment Advisory firm - (11/6/2024 Approved)

Utah

Registered Investment Advisory firm - (9/26/2023 Approved)

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Contact information

Main Address

50 E 100 S Suite 200, Saint George, UT 84770

Mailing Address

Phone number

(435) 319-0940

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	253
AUM (Assets Under Management)	$ 20,346,908

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Aaron O. Best

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Oakley Best's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEST WEALTH ADVISORY, LLC

EP WEALTH ADVISORS

VANTAGE ADVISORS, LLC

E*TRADE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/2015

Series 63

Date: 2/5/2014

Series 7

Date: 1/16/2014

Current Firm

BEST WEALTH ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEST WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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