ARISTA ADVISORY GROUP, LLC
SEC RegisteredFinancial planning for the life you want to live, and the world you want to live in.
About the firm
Arista Advisory Group, LLC (AAG) is a fee-only financial advisory firm whose philosophy is grounded in the concept that money is a vital energy. The firm offers values-centered and integral financial planning services designed to help clients achieve their life goals while minimizing the impact of taxes on their estate. AAG constructs portfolios aligned with clients' goals and beliefs and takes an active role in monitoring the investment landscape.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Life Planning, Retirement Planning, Investment Consulting, Insurance Planning, Asset Management, and Estate Planning. As fee-only advisors, they do not sell insurance but provide unbiased guidance on coverage.
Who they serve
Individuals and families seeking to achieve lifestyle and long-term financial goals, including retirement planning, sustainable investing, and estate planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 193 | $42M |
| High Net Worth Individuals | 29 | $62M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 11 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,000 - $2,499,999 | 0.80% |
| $2,500,000 - $4,999,999 | 0.70% |
| $5,000,000 and Up | 0.60% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARISTA ADVISORY GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.