Firm
Aries Wealth Management
Portland, Maine
Fee-only
Aries Wealth Management at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFA.
- Its Form ADV reports 6 employees and 164 individual clients, 133 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 497 accounts).
Facts
| Based in | Portland, Maine |
|---|---|
| Website | arieswealthllc.com |
| [email protected] | |
| Phone | (207) 536-0530 |
Aries Wealth Management fees
Aries Wealth Management 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $659 million |
| Individual clients | 31 |
| High-net-worth clients | 133 |
| Accounts managed | 497 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-86180) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 175477 |