Ataraxia Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$43,300,000
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
44
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
44
HighAverage account size
$984,091
About
Ataraxia Advisory Services, LLC is an independent registered investment adviser led by Michael R. Jones that provides portfolio management and financial planning primarily for individual and high‑net‑worth clients. The firm documents client objectives and risk tolerances in Investment Policy Statements and can manage accounts on a discretionary basis.
The firm’s investment process draws on multiple methods of analysis — including fundamental, technical, quantitative techniques and modern portfolio theory — and implements a range of strategies from long‑term investing to short‑term trading, options, margin and short sales. Accounts are reviewed at least quarterly by the principal and clients receive custodial reports detailing holdings and performance.
What is distinctive in the brochure is that the principal is also a licensed insurance agent who, at times, offers commissionable insurance products, a practice the firm discloses as a potential conflict of interest. The firm also reports serving less common client types for a solo independent adviser, including charitable organizations, corporate/business clients and pension or profit‑sharing plans, and it directs trades through a custodian arrangement (Shareholders Service Group/Pershing) and may accept research or services from brokers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Real estate investing
Annuities
Fee options
Portfolio management fixed fees between $10,000 and $60,000 annually; Financial planning fixed fees between $2,500 and $9,500
$0 - $200,000: 1.50% $200,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$180 per hour for financial planning
Account minimum: $400,000 (with $150,000 minimum for active accumulators under age 45, exceptions made at discretion) Fee-only: Fixed fees between $10,000 and $60,000 annually for portfolio management; Fixed financial planning fees between $2,500 and $9,500; Hourly financial planning fee $180/hour
Main office location
Ataraxia Advisory Services, LLC
Radford VA, United States
Number of offices
1
Most active in
Ataraxia Advisory Services, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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.
-
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.
Forms ADV
Quick links
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")