World Capital Management
46yrs
Top advisor by experience in Sebastopol
28yrs
Aaron Winer
Financial advisor at Abacus Wealth Partners
Based in Sebastopol, California, Aaron Winer is a fiduciary financial advisor with 28 years of industry experience. Aaron has been with Abacus Wealth Partners since 2025; before that, Aaron spent 19 years at Milestone Financial Advisors and eight years at Ameriprise Financial Services. Abacus Wealth Partners offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 38 advisors with offices in Sebastopol, and one of 33 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 6% by experience at Abacus Wealth Partners
Office101 South Main St, Sebastopol, CA 95472
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$2.05 million
Advisors at the firm50
States licensed ?1 state
Services through Abacus Wealth Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowAbacus Wealth PartnersCurrent firm
- 2007 – 2026Milestone Financial AdvisorsPreviously
- 1999 – 2007Ameriprise Financial Services, LLCPreviously
Contact Aaron
101 South Main StSebastopol, CA 95472Office · Get directions Firm main line(888) 422-2287Headquarters: Abacus Wealth Partners · Santa Monica, CA
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Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Aaron
How do I contact Aaron?
Call Abacus Wealth Partners at (888) 422-2287 and ask for Aaron Winer. Aaron works from the Sebastopol, CA office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 1999, about 28 years. Top 6% by experience at Abacus Wealth Partners.
What licenses does Aaron hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Abacus Wealth Partners reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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