# Steven Rosenberg

> Steven Rosenberg is a fee-only financial advisor at The Aranda Group in Jenkintown, Pennsylvania. Steven focuses on retirement planning, estate & legacy planning and tax planning. The Aranda Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** The Aranda Group
- **Based in:** Jenkintown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $233.7M across 432 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Retirees, Multi-generational families
- **CRD:** 4427951 (https://adviserinfo.sec.gov/individual/summary/4427951)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 66 (2001)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.arandagroup.com

## Frequently asked questions

### Is Steven Rosenberg a fee-only financial advisor?

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

### How does Steven charge for financial advice?

Steven's firm, The Aranda Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Steven Rosenberg based?

Steven Rosenberg is based in Jenkintown, Pennsylvania.

### What does Steven specialize in?

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

### Is Steven Rosenberg registered with the SEC?

Yes. Steven Rosenberg is registered as an investment adviser representative in PA and TX (CRD 4427951), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Aranda Group manage?

The Aranda Group reports $233.7M across 432 accounts in assets under management.

### How do I contact Steven Rosenberg?

Through Steven's website, www.arandagroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4427951): 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://arandagroup.com/): specialties, clients served, and fees, checked October 30, 2026

---

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