RBC Capital Markets
46yrs
Top advisor by experience in Vienna
5yrs
Aaron Eppard has worked in the financial industry for 5 years and is a financial advisor based in Vienna, Virginia. Aaron has been with Keel Point since 2021. Aaron holds the CFP® designation.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office8065 Leesburg Pike, Vienna, VA 22182
FirmKeel Point
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.08 million
Advisors at the firm48
States licensed ?1 state
Services through Keel Point
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowKeel Point, LLCCurrent firm
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- 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 Keel Point at 256-704-5111 and ask for Aaron Eppard. Aaron works from the Vienna, VA office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Aaron hold?
No exams are listed on the official record.
Is Aaron a fiduciary?
Aaron is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Aaron paid?
Keel Point reports being paid by a percentage of the assets they manage, hourly fees, 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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