# Jacob Alden

> Jacob Alden is a fee-only financial advisor at Aurelius Family Office in Bedford, New Hampshire. Jacob 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.

Page: https://find.wellspent.co/advisors/jacob-alden/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Aurelius Family Office
- **Based in:** Bedford, New Hampshire
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $315.3M across 167 accounts
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer, Estate & legacy planning, Divorce financial planning
- **Works with:** Multi-generational families
- **CRD:** 6831596 (https://adviserinfo.sec.gov/individual/summary/6831596)
- **SEC registration:** Investment adviser representative in NH
- **Exams passed:** Series 65 (2023)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.aurelius.net

## Frequently asked questions

### Is Jacob Alden a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?

Jacob's firm, Aurelius Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Jacob charge?

According to Aurelius Family Office's website, checked October 30, 2026: no asset minimum.

### Does Jacob work with clients virtually?

Yes. Aurelius Family Office says on its website that it works with clients remotely.

### Where is Jacob Alden based?

Jacob Alden is based in Bedford, New Hampshire.

### What does Jacob specialize in?

Jacob's specialties include retirement planning, tax planning, family wealth transfer, estate & legacy planning and divorce financial planning. Jacob works with multi-generational families.

### Is Jacob Alden registered with the SEC?

Yes. Jacob Alden is registered as an investment adviser representative in NH (CRD 6831596), 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 Jacob Alden?

Through Jacob's website, www.aurelius.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6831596): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://aurelius.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.