Tullahoma, TN Office

Aurelius Family Office LLC provides wealth management and comprehensive financial planning to individuals (including high‑net‑worth clients), retirement plans, charitable organizations and corporate entities. Services described in the brochure include discretionary portfolio management, standalone financial planning and consulting, retirement plan fiduciary services (3(21) and 3(38)), participant account management via the Pontera platform, and facilitation of estate‑planning documents through ARAG Services, LLC.

The firm tailors portfolios to each client’s objectives and risk tolerance, employing methods such as fundamental analysis, factor investing, quantitative techniques and modern portfolio theory across mutual funds, ETFs, individual securities and pooled vehicles. AFO uses third‑party research and vendor tools, recommends institutional custodians (e.g., Axos/Interactive Brokers), reviews portfolios at least quarterly, and provides model allocation, QDIA and plan‑monitoring services for qualified plans.

AFO’s brochure discloses a few features that are less common among similar team firms: it operates from multiple offices (five), it participates in paid referral and endorsement arrangements including an adviser‑matching program (Unbiased Inc.) and promoter agreements, and it documents estate‑planning facilitation through ARAG (collecting and remitting a $2,500 fee to ARAG). The brochure also discusses insurance‑linked investments (fixed, indexed and variable annuities) and describes rollover options — including the possibility of commission‑based rollover accounts — as client choices to consider.