Ares Financial Consulting LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$243,751,757
Clients
289
16% high-net worth
Advisors
4
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
72
HighAverage account size
$843,432
About
Ares Financial Consulting provides personalized financial planning and investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. Its services include comprehensive and limited‑scope financial planning, investment‑only arrangements, corporate retirement‑plan consulting, and educational seminars or workshops for clients and plan participants.
The firm’s investment approach is rooted in Modern Portfolio Theory, using diversified, model‑based portfolios and Investment Policy Statements to guide discretionary trading, periodic rebalancing (basic or enhanced), and at least annual formal reviews. Ares also incorporates third‑party managers and platforms — including a Betterment sub‑advisor option and an American Funds offering — when those solutions align with a client’s objectives.
Ares is noteworthy for offering client education and workshop services that are less common among peer teams and for a corporate retirement practice that includes fiduciary plan reviews, participant education, and designated “office hours.” The firm manages roughly $243.9 million in discretionary assets, operates on a fee‑only basis emphasizing flat‑dollar and limited‑scope engagements (with some asset‑based arrangements in specific programs), and discloses affiliated insurance activities and potential conflicts where advisor licensing leads to outside insurance sales.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Business ownership considerations
Occupation focus
Founder/Business Owner
Educators, Teachers, and Academics
Fee options
Fixed fees depend on scope; project fees over $2,000 billed 50% in advance; Corporate Retirement Plan Consulting includes base fee starting at $250/quarter plus $25/participant per quarter; initial plan design fee of $1,500 may apply in first year.
$0 - $500,000: 0.75% $500,000 - $1,000,000: 0.50% $1,000,000+: 0.25%
Generally $500 per hour for limited scope services, negotiable down to a minimum of $150/hr.
Fee-only: Flat dollar fees for services; hourly rate generally $500/hr (negotiable down to $150/hr) for limited scope services; fixed fees based on scope, e.g., project fees over $2,000 billed 50% in advance; comprehensive services fees are customized and value-based, billed monthly or quarterly in arrears; no commissions accepted.
Main office location
Ares Financial Consulting LLC
4500 Park Granada, Suite 202
Calabasas CA 91302, United States
Number of offices
3
Most active in
Ares Financial Consulting LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Minnesota · New Hampshire · Texas · Washington · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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