Firm
Aurelius Family Office
Bedford, New Hampshire
Fee-only
Facts
| Based in | Bedford, New Hampshire |
|---|---|
| Website | aurelius.net |
| [email protected] | |
| Phone | (603) 413-6060 |
Aurelius Family Office fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"We don’t have a minimum asset requirement" source
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 · Fixed fees |
|---|---|
| Assets managed | $315 million |
| Individual clients | 81 |
| Financial planning | Offered |
| Form ADV filed | October 14, 2026 |
| SEC record | CRD 323016 |