Peter Shenas
Ariston Services Group · San Diego, California
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.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Ariston Services Group |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets |
| Assets under management | $527.0M across 220 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1720963 |
| Exams passed | Series 63 (1991) · Series 65 (1996) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.aristonservicesgroup.com |
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Questions about Peter
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.
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
- Ariston Services Group 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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