Gregory Barishian
Aurelius Family Office · Chepachet, Rhode Island
Gregory Barishian is a fee-only financial advisor at Aurelius Family Office in Chepachet, Rhode Island, who holds the CFP credential. Gregory focuses on retirement planning, tax planning and family wealth transfer. Aurelius Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Gregory →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Aurelius Family Office |
|---|---|
| Based in | Chepachet, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $315.3M across 167 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in RI · CRD 6463498 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.aurelius.net |
Request an introduction to Gregory
Tell Gregory a little about what you're looking for. Gregory isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gregory
Is Gregory Barishian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Aurelius Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Aurelius Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Gregory charge?
According to Aurelius Family Office's website, checked October 30, 2026: no asset minimum.
Does Gregory work with clients virtually?
Yes. Aurelius Family Office says on its website that it works with clients remotely.
Where is Gregory Barishian based?
Gregory Barishian is based in Chepachet, Rhode Island.
What does Gregory specialize in?
Gregory's specialties include retirement planning, tax planning, family wealth transfer, estate & legacy planning and divorce financial planning. Gregory works with multi-generational families.
What credentials does Gregory Barishian hold?
Gregory Barishian holds the CFP credential.
Is Gregory Barishian registered with the SEC?
Yes. Gregory Barishian is registered as an investment adviser representative in RI (CRD 6463498), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aurelius Family Office manage?
Aurelius Family Office reports $315.3M across 167 accounts in assets under management.
How do I contact Gregory Barishian?
Through Gregory's website, www.aurelius.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Aurelius Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.