Ariston Services Group, LLC fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Ariston Services Group, LLC charges $250-$350 an hour and a flat or project fee of $500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$350/hr
“The Firm’s financial planning and consulting fees are negotiable, but generally range from $500 to $25,000 on a fixed fee basis and/or from $250 to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or consulting services.”
- Flat or project fee
- $500-$25,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ariston Services Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Firm’s annual fee shall be prorated and charged quarterly, in advance, based upon the market value of the assets on the last day of the previous quarter.”
- “If assets are deposited into, or withdrawn from, an account after the inception of a quarter that exceed $10,000, the fee payable with respect to such assets will be prorated based on the number of days remaining in the quarter.”
- “The Firm’s annual fee shall be prorated through the date of termination and any remaining balance shall be charged or refunded to the client, as appropriate, in a timely manner.”
How Ariston Services Group, LLC’s fees compare
- Its hourly rate of $250-$350 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 36 of the 73 other planners in San Diego that publish an hourly rate charge less.
- Its flat or project fee of $500-$25,000 spans the California median of $5,000. 86% of the 796 other California planners that publish a flat or project fee charge less.
- 57 of the 68 other planners in San Diego that publish a flat or project fee charge less.
About Ariston Services Group, LLC
“The Firm provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities (collectively, the “Wealth Advisory Clients”).”
- Principal: Peter E. Shenas
- Firm size: 5 employees.
- Registered as an adviser: 2008 (18 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 69
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
- Assets managed
- $526,976,174
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146255
- Phone
- (619) 241-2326
Can advise clients in 3 states: California, Louisiana, Texas
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ats Wealth ManagementSan Diego$250-$450/hr, $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.