Aries Financial Navigators, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$81,109,698
Clients
70
30% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
70
Very HighAverage account size
$1,158,710
About
Aries Financial Navigators serves individual clients and small businesses, offering integrated services that include discretionary investment management, combined comprehensive and project-based financial planning, and tax preparation. The firm also provides consulting for business owners on matters such as business planning and employee benefits optimization.
AFN constructs portfolios using a mix of passive and active strategies and employs both fundamental and technical analysis to select and weight asset classes; it may engage third-party managers (TAMPs) to implement selected allocations. Investment programs are tailored to each client’s investment policy statement, accommodate client-imposed restrictions, and are reviewed at least quarterly.
Notably for an independent solo adviser, the firm explicitly serves corporate or business clients and integrates tax-preparation services into its offering, with the principal operating a separate tax-preparation practice that supports those services. The firm reports about $81.13 million in discretionary assets under management across roughly 70 clients, a scale that implies a relatively large average account size compared with many peers.
Client services
Financial planning
Portfolio management
Tax preparation
Expertise
General retirement planning
Income planning
Business exit / sale strategy
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 0.90% $1,000,001 - $5,000,000: 0.75% Over $5,000,000+: Negotiable
$250 per hour for project-based financial planning
Fixed monthly or quarterly fee for comprehensive financial planning service (amount not specified)
Minimum fee: Minimum annual fee of $2,400 for accounts up to $1,000,000; minimum annual fee of $6,000 overall Fee-only: Fee paid directly by clients; no commissions accepted
Main office location
Aries Financial Navigators, Inc.
201 Rock Lititz Blvd, Suite #54
Lititz PA 17543, United States
Number of offices
1
Most active in
Aries Financial Navigators, Inc. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
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