Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$265,861,275
Total clients
154
45% high-net worth
Total advisors
5
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
31
Average account size
$1,726,372
Fixed fees generally range from $2,000 to $10,000 for financial planning; $2,500 fixed fee for estate planning
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Advisory professionals may receive commission-based compensation for the sale of insurance products
Account minimum: $2,500 quarterly minimum fee (may be waived at firm’s discretion) Minimum fee: Minimum quarterly fee of $2,500, which may be waived at the firm’s sole discretion Fee-only: Fixed fees generally range from $2,000 to $10,000 for standalone financial planning and consulting services; $2,500 fixed fee for estate planning through ARAG Services, LLC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Aurelius Family Office, LLC
3 Executive Park Drive, Suite 261
Bedford NH 03110, United States
Number of offices
6
CFP®
Chepachet, RI
Aurelius Family Office, LLC
CFA®, Series 66
Shreveport, LA
Aurelius Family Office, LLC
Series 65
Bedford, NH
Aurelius Family Office, LLC
Series 63, Series 65
Tullahoma, TN
Aurelius Family Office, LLC
CFP®, ChFC®, Series 63, Series 65
Alexandria, VA
Aurelius Family Office, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")