Aurelius Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aurelius Advisory Group provides fee-only financial planning services to individuals, including high-net-worth clients, through both ongoing and project-based engagements. The firm focuses on delivering written financial plans that address cash flow, retirement, tax and estate planning, risk management, and investment analysis rather than acting as an investment manager or custodian.
When making investment recommendations as part of planning, the firm emphasizes asset allocation principles and a mix of passive and active strategies informed by modern portfolio theory, fundamental, technical, and charting analyses. Recommendations are intended for client implementation; the firm does not exercise investment discretion or accept custody of client assets.
Aurelius is noteworthy among peers for offering both recurring fixed-fee planning engagements and hourly, project-based work — a fee structure that is relatively uncommon for firms in its regulatory category. The brochure also discloses the firm does not act as a private fund adviser and documents use of AI tools with required human oversight, while leadership’s background outside traditional financial services (product management and a degree in biological sciences) is another atypical feature.
Client services
Expertise
Fee options
$250 per hour for Project-Based Financial Planning
Fee-only: Ongoing Financial Planning: recurring fixed fee ranging from $1,000 to $2,000 quarterly in arrears, fees are negotiable; Project-Based Financial Planning: hourly fee of $250
Main office
377 Hoes Lane, Suite 104B
Piscataway NJ 08854
Advisors at this office
1
Most active in
New Jersey
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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