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They include 243 individual clients and 46 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ares Financial Consulting offer?","answer":"Ares Financial Consulting provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ares Financial Consulting use?","answer":"Ares Financial Consulting’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $116M, Charles Schwab & Co., Inc. (San Francisco, CA), with $81.9M, MTG, LLC (New York, NY), with $39.9M and Capital Bank and Trust Company (Irvine, CA), with $6.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ares Financial Consulting have?","answer":"Ares Financial Consulting has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ares Financial Consulting invest in?","answer":"At the end of its last fiscal year, Ares Financial Consulting’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 24% cash and equivalents, 10% exchange-traded equities, 4% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ares Financial Consulting?","answer":"Ares Financial Consulting’s direct owner is Jeffrey Richter (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 17 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ares Financial Consulting get paid?","answer":"Ares Financial Consulting is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}