PlannerFees

American Retirement & Investment Strategies, LLC fees and pricing

Financial planner in Medway, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 27, 2026, American Retirement & Investment Strategies, LLC charges $150⁠-⁠$300 an hour and a flat or project fee of $500⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$300/hr
“These fees are negotiable but generally range from $500 to $1,500 on a fixed fee basis and/or from $150 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”
Flat or project fee
$500⁠-⁠$1,500

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How American Retirement & Investment Strategies, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The balance is due upon delivery of the financial plan or completion of the agreed-upon services.”
  • “If termination occurs within five business days of entering into an agreement for such services the client shall be entitled to a full refund.”
  • “Except as stated above for Financial Planning and Consulting Fees, no additional fees are paid in advance.”

How American Retirement & Investment Strategies, LLC’s fees compare

  • Its hourly rate of $150-$300 is below the Massachusetts median of $300. 23% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • None of the 2 other planners in Medway that publish an hourly rate charge less.
  • Its flat or project fee of $500-$1,500 is below the Massachusetts median of $4,750. 6% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About American Retirement & Investment Strategies, LLC

“American Retirement & Investment Strategies, LLC (“ARIS, LLC”) established in 2006, is an investment adviser providing financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations and business entities.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2006 (20 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.6% a year
Clients
215
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed
$102,976,717
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
139482
Website
investinaris.com (opens in new tab)
Phone
(978) 283-1011

Can advise clients in 4 states: Florida, Massachusetts, New Hampshire, Rhode Island

Other planners in Medway that publish fees

Compare all 3 planners in Medway

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.