# Aggregate Financial Services

Aggregate Financial Services is an other based in Navarre.

## Overview

- **Organization type:** other
- **Headquarters:** Navarre
- **Assets under management:** Undisclosed
- **Website:** https://aggregatefinancialservices.com
- **LinkedIn:** https://www.linkedin.com/company/aggregate-financial-services

## Regulatory record

- **CRD number:** 324945
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324945

## About

Aggregate Financial Services is an independent, fiduciary registered investment adviser in Navarre, Florida. It is built to give advisors the freedom to own their practice and families advice that always answers to them. The firm was founded on the conviction that advisors do their best work when they own their practice, and it operates with a straightforward 90/10 payout model, no proprietary products, and no exit penalty.

## People

- Taylor Retherford — Co-Founder & Chief Compliance Officer
- James Baccarini — Co-Founder & Chief Growth Officer
- Christian McCants — Co-Founder & Chief Financial Officer
- Taylor Retherford — Chief Compliance Officer, Co-Founder & Financial Advisor
- James Baccarini — Chief Growth Officer, Co-Founder & Financial Advisor
- Christian McCants — Chief Financial Officer, Co-Founder & Financial Advisor

## Questions

### What is Aggregate Financial Services?

Aggregate Financial Services, Inc. is a US corporate entity with no publicly available information on its business operations, leadership, or investment activities. It has no known website, LinkedIn page, or media coverage, making it impossible to classify.

### Who runs Aggregate Financial Services?

No principals or officers of Aggregate Financial Services have been identified in public records or media reports. The firm does not maintain a public-facing team or leadership page.

### How can I contact Aggregate Financial Services?

No contact information, including address, phone number, or email, is publicly available for Aggregate Financial Services. The firm has no known online presence outside of its corporate registration.

### What sectors does Aggregate Financial Services invest in?

No sector preferences or investment activities have been publicly disclosed by Aggregate Financial Services. Its investment strategy, if any, is unknown.

## Related profiles

- [Brock Hill Wealth Management](https://altss.com/profile/brock-hill-wealth-management)

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Last updated: 2026-08-11T15:05:57.154Z

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