Supreme Alliance
47yrs
Top advisor by experience in Charlotte
14yrs
Aaron Bouronich is a fiduciary financial advisor in Charlotte, North Carolina, with 14 years in the industry. After four years at Nuveen Asset Management and three years at Wells Fargo Advisors, Aaron joined Creative Planning in 2025, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 59% of advisors at Creative Planning
OfficeCharlotte, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- Sep 2025 – nowCreative PlanningCurrent firm
- 2020 – 2025Nuveen Asset Management, LLCPreviously
- 2013 – 2016Wells Fargo Clearing Services, LLCPreviously
- Jun 2012 – May 2013Equitable Advisors, LLCPreviously
Contact Aaron
(866) 909-5148Firm headquarters in Overland Park, KS. Ask for Aaron. Charlotte, NCOffice · Get directions X (Twitter) pageCreative PlanningIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Creative Planning at (866) 909-5148 and ask for Aaron Bouronich. Aaron works from the Charlotte, NC office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2012, about 14 years. More experience than 59% of advisors at Creative Planning.
What licenses does Aaron hold?
Series 63, Series 65, Series 66. 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?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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