Fee-Only Fiduciary, Scottsdale AZ
Honest advice,
under one roof.
Planning, investing, and taxes from one advisor who works only for you.
Enrolled Agent
Fiduciary
Zero commissions
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Four questions to see if we are a fit. No email required.
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A relaxed 30 minutes with Aaron. No pressure, no pitch.
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Explore how we help
Our approach to planning, investing, and tax strategy.
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Why Golden Acre
A different kind of advisor
01, We only get paid by you
No commissions, no product sales.
As a fee-only fiduciary, our job is advice built around your situation, not a sale.
02, Tax and planning together
Your advisor also does your taxes.
Aaron is an Enrolled Agent, so your investment strategy and your tax strategy finally talk to each other.
03, No account minimum
You do not need a certain number to start.
We work with people building wealth and people protecting it. If the fit is right, the number does not matter.
Who We Work With
Built for three kinds of people
01
Pre and Post-Retirees
Approaching retirement or already there. Social Security timing, Roth conversions, and income that lasts.
02
Life Transitions
Inheritance, home sale, divorce, windfall. Big moments deserve a clear head and a trusted advisor.
03
Tech and Corporate
RSUs, ISOs, ESPP, mega backdoor Roth. A plan that does not leave money on the table.
Meet Aaron
Grew up on a farm.
Built a firm on trust.
I started Golden Acre because everyone deserves an advisor who is genuinely in their corner. No commissions, no pressure, just honest advice and someone who picks up the phone.
I am an Enrolled Agent and wealth advisor based in Scottsdale.
Services
Everything under one roof
Wealth and Investment Management
Portfolios built around your timeline, risk tolerance, and tax situation.
Financial Planning
Cash flow, retirement projections, equity comp, insurance, and estate basics in one plan.
Tax Preparation and Strategy
Year-round planning plus return prep. Roth conversions, bracket management, and IRS representation.
Hourly and Project Work
Focused advice on a single question, for a flat hourly rate.
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Not sure if we are the right fit?
Four questions. Sixty seconds.
Take the fit quiz →Already know you are ready? Book a free 30 minute call