Aon Hewitt Financial Advisors, LLC

Aon Hewitt Financial Advisors, LLC (CRD# 158744) is a financial advisory firm headquartered in Charlotte, NC. They manage $16,479,279,285 in 137,989 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,479
    MILLION
  • Total Number of Accounts
    137,989
    ACCOUNTS
  • Average Account Value
    $119,425
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Aon Hewitt Financial Advisors, LLC
Showing 1 - 10 of 48 top financial advisors.
1
Michael K. Bartgis
CRD#: 2284952
7201 Hewitt Associates Drive, Charlotte, NC 28262
96
Wealthminder
score

Michael Bartgis (CRD# 2284952) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 13 years of experience in the finance industry.

2
Heather A. Brountas
CRD#: 3055206
7201 Hewitt Associates Drive, Charlotte, NC 28262
96
Wealthminder
score

Heather Brountas (CRD# 3055206) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 19 years of experience in the finance industry. Heather Brountas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Paul J. Faulkner
CRD#: 1904004
7201 Hewitt Associates Drive, Charlotte, NC 28262
96
Wealthminder
score

Paul Faulkner (CRD# 1904004) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

4
Christopher E. Pompey
CRD#: 4797611
7201 Hewitt Associates Drive, Charlotte, NC 28262
96
Wealthminder
score

Christopher Pompey (CRD# 4797611) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 13 years of experience in the finance industry. Christopher Pompey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Tenita J. Abraham
CRD#: 4205336
7201 Hewitt Associates Drive, Charlotte, NC 28262
93
Wealthminder
score

Tenita Abraham (CRD# 4205336) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.

6
Zachary D. Ballard
CRD#: 6077383
3825 Blazing Star Dr, Orlando, FL 32828
93
Wealthminder
score

Zachary Ballard (CRD# 6077383) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Orlando, FL and has over 5 years of experience in the finance industry.

7
Jeffrey J. Barling
CRD#: 4292041
3900 Lennane Dr, Suite 100, Sacramento, CA 95834
93
Wealthminder
score

Jeffrey Barling (CRD# 4292041) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Sacramento, CA and has over 17 years of experience in the finance industry.

8
Timothy P. Barry
CRD#: 4082369
Cincinnati, OH
93
Wealthminder
score

Timothy Barry (CRD# 4082369) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.

9
Kelly S. Bielski
CRD#: 2451975
7201 Hewitt Associates Drive, Charlotte, NC 28262
93
Wealthminder
score

Kelly Bielski (CRD# 2451975) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.

10
Kevin Boderick
CRD#: 2349150
7201 Hewitt Associates Drive, Charlotte, NC 28262
93
Wealthminder
score

Kevin Boderick (CRD# 2349150) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 11 years of experience in the finance industry.

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