Steven Rosenberg
The Aranda Group · Jenkintown, Pennsylvania
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.
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Specialties
Who they serve
- Retirees
- Multi-generational families
Facts
| Firm | The Aranda Group |
|---|---|
| Based in | Jenkintown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $233.7M across 432 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 4427951 |
| Exams passed | Series 66 (2001) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.arandagroup.com |
How Steven's firm compares
- The Aranda Group's average account is about $541,000, from its Form ADV (assets managed divided by 432 accounts).
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Questions about Steven
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.
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
- The Aranda 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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