Ares Financial Consulting LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ares Financial Consulting serves individuals and families as well as small businesses, retirement plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management through tiered Family Wealth Services, plus small business consulting, corporate retirement plan consulting, limited-scope engagements, and investment-only options.
The firm applies a long-term, diversified investment approach grounded in Modern Portfolio Theory, typically using mutual funds and ETFs and customized investment policy statements to align portfolios with client goals. Rather than relying solely on the percentage-of-assets model common among peers, Ares typically uses a value-based, flat-dollar pricing approach and deploys model portfolios and third‑party platforms (including automated sub-advisors) where appropriate.
Ares is notable among similar firms for offering educational seminars and workshops and for its wholly owned insurance affiliate, Ares Financial & Insurance Services (AresFIS), which may broker group and individual insurance as a separate service with disclosed conflict management. The firm also integrates business-focused services — such as payroll support, benefits enrollment assistance, and business coaching at its highest service tier — and accepts referred clients managed through a third‑party technology platform.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Custom flat fees for Family Wealth Services tiers and Small Business Consulting, fees depend on scope and tier, billed monthly or quarterly in arrears.
$0 - $500,000: 0.75% $500,000 - $1,000,000: 0.50% $1,000,000+: 0.25%
Generally $500 per hour, negotiable down to $150/hour for limited scope services.
Fee-only: Custom flat fees for Family Wealth Services tiers, hourly at $500/hour (negotiable, minimum $150/hour), fixed fees based on scope; no commission-based compensation by the firm.
Main office
See office4500 Park Granada, Suite 202
Calabasas CA 91302
Advisors at this office
2
Offices (3)
Most active in
Arizona · California · Minnesota · New Hampshire · Texas · Washington · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Nils W
CFP®, Series 66
Tacoma, WA
Ares Financial Consulting LLC
Nils Wickman is a CFP® with 18 years of industry experience and currently serves at Ares Financial Consulting LLC. He has worked at Ares since 2017 and has prior experience with Ameritas Investment Corp. Outside of his advisory role, Wickman teaches a financial literacy class for Tacoma Public Schools and serves as Planned Giving Director at Urban Grace Church. He is also an advisory committee member of the 253 Youth Ultimate Program. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach typically involving mutual funds and ETFs, alongside value-based pricing and business-focused services.
Jeffrey R
Series 63, Series 66
Calabasas, CA
Ares Financial Consulting LLC
Jeffrey Richter is a financial advisor at Ares Financial Consulting LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ares since 2016, with prior experience at Pacific Coast Fiduciary, LLC. He is also licensed as an insurance broker, providing life, disability, long-term care, and health insurance to clients. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.
Michael L
CFP®, Series 66
Calabasas, CA
Ares Financial Consulting LLC
Michael Lambrakis is a CFP® with 15 years of industry experience. He is currently with Ares Financial Consulting LLC and previously worked at Mariner Platform Solutions and AdvicePeriod, LLC. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations, providing comprehensive financial planning and discretionary portfolio management. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, and customized investment policy statements, and offers educational seminars, workshops, and integrated business-focused services.
Brittney K
CFP®, Series 63
Plano, TX
Ares Financial Consulting LLC
Brittney Kolesar is a CFP® certificant with seven years of industry experience. She is currently with Ares Financial Consulting LLC and previously worked at 1st Global Advisors Inc. and 1ST Global Capital Corp. She took an eight-year break from the industry for travel between 2018 and 2026. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.
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