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Frequently Asked Questions
What separates you from other financial advisors?
Aja Financial offers a distinct combination of expertise, knowledge and transparency. I build customized portfolios for each client along with offering financial planning services. I will NEVER use Turnkey Asset Management Program (TAMP) and outsource the investment selection for my clients’ accounts to a firm, so-called Robo-Advisor, or computer-model. Anytime I am recommending an investment I have personally vetted it against my selection criteria. Further, I am a fee-only financial advisor receiving no commissions nor compensation from any investment products.
Finally, I believe communication is essential in this business and having been a client of other financial advisors before I entered this field, I have felt the frustration of trusting someone to invest with, then feeling neglected after my assets had transferred to them. I therefore work hard to foster an “open-door” relationship with my clients where they can feel free to contact me anytime with questions and for advice. Additionally, I attempt to reach out multiple times a year to check-in on what is going on in my clients’ lives.
What is a Fee-Only Financial Advisor?
Where are my investments held?
How do I transfer assets to Aja Financial from another advisor?
Securities offered through TD Ameritrade Institutional. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to https://adviserinfo.sec.gov/.
Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with an advisor affiliated with the SmartVestor network will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. All Advisors that participate in this program pay a fee to belong to the program for client leads that are provided.
Aja Financial LLC (“AF”) is a registered investment advisor offering advisory services in the State of Alabama and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of AF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
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