Aries Investments, LLC fees and pricing
Financial planner in Lakeland, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 5, 2026, Aries Investments, LLC charges $150-$300 an hour and a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Fees for Financial Planning Services Financial Planning Service Fee Amount Comprehensive Financial Plan: $1,500 - $5,000 Flat Fee Hourly Rate: $150 - $300 Per Hour The Company charges its fee amount for Comprehensive Financial Plans based on the complexity of the Client’s financial plan.”
- Flat or project fee
- $1,500-$5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aries Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon approval from Aries Investments, Clients may pay fees by receipt of an invoice.”
- “For Clients paying by invoice, the fees shall be due upon the Client’s receipt of the invoice.”
- “If the investment advisory contract terminates prematurely, the Client will be charged a pro-rata amount of that quarter’s fees.”
How Aries Investments, LLC’s fees compare
- Its hourly rate of $150-$300 spans the Tennessee median of $275. 26% of the 111 other Tennessee planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$5,000 spans the Tennessee median of $3,000. 54% of the 89 other Tennessee planners that publish a flat or project fee charge less.
About Aries Investments, LLC
“Aries Investments provides Financial Planning and Portfolio Management Services to its Clients on a Discretionary and Non-Discretionary basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 11
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $841,614
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333704
- Phone
- (410) 935-1058
Other planners in Tennessee that publish fees
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Adkins Asset Management LLCCordova$250/hr
- Adventedge Financial, LLCApison$200/hr, $500
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Allied InvestmentsJohnson City$150/hr, Up to $2,500
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.