Aaron Joseph Plautz
Investment Adviser Representative at PRINCIPIA WEALTH ADVISORY, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aaron Joseph Plautz has worked in the securities industry since 2005. They are registered to provide investment advisory services in Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 - $499,999 | 1.20% |
| $500,000 - $749,999 | 1.10% |
| $750,000 - $999,999 | 1.00% |
| $1,000,000 - $2,999,999 | 0.85% |
| $3,000,000 - $4,999,999 | 0.75% |
| $5,000,000 - $9,999,999 | 0.60% |
| $10,000,000+ | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
Principia Wealth Advisory, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at PRINCIPIA WEALTH ADVISORY, LLC
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