Aries Financial Navigators

Aries Financial Navigators at a glance

• One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 1 employee and 70 individual clients, 21 of them high net worth.
• Its average account is about $304,000 (assets it manages divided by its 267 accounts).

Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania

Facts

Aries Financial Navigators fees

Aries Financial Navigators doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Patrick Kelly

  CFP

• Ryan Kelly

  AIF · CFP · CRPC