# Ares Financial Consulting LLC

> Ares Financial Consulting LLC is an SEC-registered investment advisory firm in Calabasas, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 282852
- Filed as: ARES FINANCIAL CONSULTING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Calabasas, CA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282852
- AdvisorCensus page: https://advisorcensus.com/firm/ares-financial-consulting-llc-calabasas-ca-282852

## Quick answers

**How is Ares Financial Consulting LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ares Financial Consulting LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Ares Financial Consulting LLC charge?**
Its Form ADV Part 2A brochure dated August 17, 2026 states: Hourly rate: $500 an hour (Limited Scope Services); Subscription: $250 a quarter (Corporate Retirement Plan Consulting base fee); Subscription: $25 a quarter (Corporate Retirement Plan Consulting participant fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ares Financial Consulting LLC located?**
Ares Financial Consulting LLC's principal office is in Calabasas, CA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ares Financial Consulting LLC registered with the SEC or a state?**
Ares Financial Consulting LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 282852.

**How much does Ares Financial Consulting LLC manage?**
Ares Financial Consulting LLC reports $243,880,799 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**How have Ares Financial Consulting LLC's assets and staff changed since 2021?**
In the Form ADV data for Ares Financial Consulting LLC: Regulatory assets under management: $108,000,000 in the October 2021 data and $243,880,799 in the October 2026 data, up 126%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ares Financial Consulting LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (243); high net worth individuals (46).

**Which custodians does Ares Financial Consulting LLC use?**
Ares Financial Consulting LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists American Funds, Betterment Securities, Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Ares Financial Consulting LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282852

**Does Ares Financial Consulting LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "AresFC does not require a minimum account size."

**What changed in Ares Financial Consulting LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $193,324,292 to $243,880,799 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Account minimum: None

> AresFC does not require a minimum account size.

- Hourly rate: $500 an hour (Limited Scope Services)

> The hourly rate is generally $500 per hour, billed monthly for services performed in the prior month. A fixed fee depends on the scope of work

- Subscription: $250 a quarter (Corporate Retirement Plan Consulting base fee)

> a base fee starting at $250 per quarter (higher if the plan requires extensive administrative support, calculated at the firm’s hourly rate)

- Subscription: $25 a quarter (Corporate Retirement Plan Consulting participant fee)

> a participant fee starting at $25 per quarter (which may be reduced where less in-person service is needed

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- American Funds
- Betterment Securities
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $243,880,799
- Discretionary: $243,880,799
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 243 | $77,262,007 |
| High net worth individuals | 46 | $166,489,750 |
| Charitable organizations | Fewer than 5 | $129,042 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, MN, NH, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Tustin, CA

### Websites listed on Form ADV (Item 1.I)
- aresfin.com
- aresfinancialconsulting.com
- LinkedIn @ares-financial-consulting-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $108,000,000 | 4 | August 14, 2021 |
| October 2022 | $106,486,154 | 5 | September 6, 2022 |
| October 2023 | $124,201,872 | 5 | August 2, 2023 |
| October 2024 | $185,889,545 | 5 | June 11, 2024 |
| October 2025 | $193,324,292 | 4 | May 16, 2025 |
| October 2026 | $243,880,799 | 5 | August 17, 2026 |

Regulatory assets under management: $108,000,000 in the October 2021 data and $243,880,799 in the October 2026 data, up 126%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $193,324,292 to $243,880,799 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ares Financial Consulting LLC (CRD 282852): Form ADV filing data as of October 2026.