Ares Financial Consulting LLC fees and pricing
Financial planner in Calabasas, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 17, 2026, Ares Financial Consulting LLC charges $500 an hour and a quarterly fee of $25-$250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The hourly rate is generally $500 per hour, billed monthly for services performed in the prior month.”
- Quarterly fee
- $25-$250/qtr
“There are generally two components: a base fee starting at $250 per quarter (higher if the plan requires extensive administrative support, calculated at the firm’s hourly rate) and a participant fee starting at $25 per quarter (which may be reduced where less in-person service is needed, such as web-based…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ares Financial Consulting LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “AresFC primarily charges flat dollar fees, agreed with you in advance, so you always know — in plain dollars — what our services cost.”
- “The hourly rate is negotiable and may be lower than the stated rate (minimum $150/hour).”
- “Fees are billed quarterly or monthly, in arrears, and you can terminate at any time.”
How Ares Financial Consulting LLC’s fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 4 other planners in Calabasas that publish an hourly rate charge less.
About Ares Financial Consulting LLC
“We provide personalized, confidential financial planning, investment management, corporate retirement plan consulting, and small business consulting to individuals and families, pension and profitsharing plans, trusts, estates, charitable organizations, and small businesses.”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
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
- 0.75% a year
- Clients
- 289
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $243,880,799
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282852
- Phone
- (818) 986-1479
Can advise clients in 7 states: Arizona, California, Minnesota, New Hampshire, Texas, Washington, Wisconsin
Other planners in Calabasas that publish fees
- Fidela WealthCalabasas$300/hr
- Krane Financial SolutionsCalabasas$200-$1,000/hr, $500-$40,000
- Mari Legacy Group, LLCCalabasas$350/hr, $20,000
- Morton WealthCalabasas$350/hr, $6,000
- Triagen Wealth Management LLCCalabasas$3,600/yr
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.