Aries Financial Navigators, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
201 Rock Lititz Blvd, Suite #54
Lititz PA 17543
Advisors at this office
1
Most active in
Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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 helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)