Firm
Aureus Asset Management
Boston, Massachusetts
Fee-only
Aureus Asset Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 14 employees and 339 individual clients, 278 of them high net worth.
- Its average account is about $8.8 million (assets it manages divided by its 954 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | aureus-asset.com |
| Phone | (617) 728-8900 |
Aureus Asset Management fees
Aureus Asset 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 · Fixed fees |
|---|---|
| Assets managed | $8.4 billion |
| Individual clients | 61 |
| High-net-worth clients | 278 |
| Accounts managed | 954 |
| Employees | 14 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-64723) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 136674 |