# Peter Shenas

> Peter Shenas is a fee-only financial advisor at Ariston Services Group in San Diego, California, who holds the CFP credential. Peter charges a percentage of assets and focuses on retirement planning and family wealth transfer.

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

## Facts

- **Firm:** Ariston Services Group
- **Based in:** San Diego, California
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $527.0M across 220 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer
- **Works with:** High earners, Ultra high net worth, Multi-generational families
- **CRD:** 1720963 (https://adviserinfo.sec.gov/individual/summary/1720963)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1991), Series 65 (1996)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.aristonservicesgroup.com

## Frequently asked questions

### Is Peter Shenas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Ariston Services Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Peter charge for financial advice?

Peter charges a percentage of assets.

### Where is Peter Shenas based?

Peter Shenas is based in San Diego, California.

### What does Peter specialize in?

Peter's specialties include retirement planning and family wealth transfer. Peter works with high earners, ultra high net worth and multi-generational families.

### What credentials does Peter Shenas hold?

Peter Shenas holds the CFP credential.

### Is Peter Shenas registered with the SEC?

Yes. Peter Shenas is registered as an investment adviser representative in CA and TX (CRD 1720963), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ariston Services Group manage?

Ariston Services Group reports $527.0M across 220 accounts in assets under management.

### How do I contact Peter Shenas?

Through Peter's website, www.aristonservicesgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1720963): 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://aristonservicesgroup.com/): 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.