Fee-only adviser · Jenkintown, PA
The Aranda Group Advisors, LLC
The Aranda Group Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Jenkintown, Pennsylvania. On its latest Form ADV, filed March 4, 2026, it reports $234M in regulatory assets under management, 156 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 302100 · SEC file 801-117280 |
| Office | 724 Old York Road Jenkintown, PA 19046 |
| Phone | (215) 576-6666 |
| Website | www.arandagroup.com |
| Regulatory assets under management | $234M ($213M discretionary) |
| Individual clients | 114 non-high-net-worth, 42 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Jenkintown
- Alvin Clay Financial Advisors, LLC $187M
- Modern Wealth Concepts LLC $46M
- Financial Spectrum Inc. $5.6M
See all 4 fee-only advisers in Jenkintown →
Nearby
- Huntingdon Valley 1 firm
- Erdenheim 1 firm
- Glenside 1 firm
- Fort Washington 1 firm
- Horsham 1 firm
- Feasterville 1 firm
- Southampton 1 firm
- Ambler 4 firms
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