Aurelius Family Office, LLC fees and pricing
Financial planner in Bedford, New Hampshire. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 23, 2026, Aurelius Family Office, LLC charges a flat or project fee of $2,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$10,000
“Fixed fees generally range from $2,000 to $10,000, depending upon the scope and complexity of the agreed-upon services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aurelius Family Office, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For new clients, fees will be prorated for the current quarter and billed promptly upon receipt of client’s portfolio assets.”
- “If a client utilizes leverage, the firm’s fees will be billed on the net equity in the portfolio.”
- “The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar quarter.”
How Aurelius Family Office, LLC’s fees compare
- Its flat or project fee of $2,000-$10,000 spans the New Hampshire median of $5,400. 57% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
- None of the 3 other planners in Bedford that publish a flat or project fee charge less.
About Aurelius Family Office, LLC
“Wealth Management Services AFO offers wealth management services that include portfolio management in connection with comprehensive financial planning and consulting.”
- Firm size: 8 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 165
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $315,255,207
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323016
- Phone
- (603) 413-6060
Can advise clients in 16 states: Arkansas, Florida, Illinois, Louisiana, Massachusetts, Maryland, Maine, Nebraska, New Hampshire, New York, Ohio, Rhode Island, Tennessee, Texas, Virginia, Washington
Other planners in Bedford that publish fees
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Bartley Financial Advisors, LLCBedford$6,000/yr
- Milestone Financial Planning, LLCBedford$100-$8,000/mo, $10,000/yr
- Northeast Planning Associates, Inc.Bedford$100-$500/hr, $25,000
- Robbins Farley LLCBedford$200-$500/hr, $2,000-$10,000
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.