A complete list of active advisors currently associated with Aurelius Advisory Group LLC

Warmer can help you find a great advisor at Aurelius Advisory Group LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Aurelius Advisory Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Dhwani Trivedi	Piscataway, NJ	0

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