Ian Aguilar, CFP®, MBA Mellen Money Management LLC

Contact this advisor

About Ian Aguilar, CFP®, MBA

After working with well-established teams whose clientele were mostly spread throughout the United States, Ian’s desire to affect his local community drove him to branch out and begin to offer his services to all people who needed help in regards to their personal financial planning. After meeting Scott and exploring Mellen Money Management, with its emphasis on delivering truly independent advice and an added focus on college planning, it was a great match. Ian joined and became a partner in May of 2019.

Ian works with his current clients to provide the same high level of service and care from his previous roles in all facets of his client relationships. His emphasis revolves around the three core components of financial planning that Mellen Money Management subscribes to, which are:

  1. Cost efficient investment management
  2. Comprehensive planning with a focus on life goals, such as retirement
  3. College planning while taking it beyond how much to save, but helping clients implement strategies to reduce the total cost of college

The key is making sure that all elements of the financial planning process are working in harmony towards the betterment of his clients.

Ian and his wife, Nikki, live in Nocatee, FL with their dog Weston while expecting their first baby girl in July of 2019. He played collegiate football and enjoys keeping up with the Florida Gators and Jacksonville Jaguars. He participates in playing tennis, basketball, and golf in his free time.

Contact this advisor

Recently Published

This advisor has no recent blog posts.

Visit the blog →

Ideal Clients

  • College Planning
  • Gen X
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $175/mo
  • Hourly Fee: $250/hr
  • AUM: 1.0%

SEC Records

Loading...