Jacob Alden
Aurelius Family Office · Bedford, New Hampshire
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Accepting new clients | Yes |
| Assets under management | $315.3M across 167 accounts |
| SEC registration | Investment adviser representative in NH · CRD 6831596 |
| Exams passed | Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.aurelius.net |
| Profile |
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Questions about Jacob
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.
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.
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