Merrill
47yrs
Top advisor by experience in Cincinnati
8yrs
Aaron McClellan
Financial advisor at Strategic Advisers
Aaron McClellan has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Cincinnati, Ohio. Aaron has been with Strategic Advisers since 2025; before that, Aaron spent five years at Fidelity Personal and Workplace Advisors. Aaron holds the CFP® designation.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?More experience than 50% of advisors at Strategic Advisers
OfficeCincinnati, OH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther 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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Aaron
(617) 563-7000Firm headquarters in Boston, MA. Ask for Aaron. Cincinnati, OHOffice · Get directionsIs 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Aaron
How do I contact Aaron?
Call Strategic Advisers at (617) 563-7000 and ask for Aaron McClellan. Aaron works from the Cincinnati, OH office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2019, about 8 years. More experience than 50% of advisors at Strategic Advisers.
What licenses does Aaron hold?
Series 63, 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?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other 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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