Ari Kandel is a registered investment advisor at Alight Financial Advisors, LLC, based in Larchmont, NY, with 5 years of industry experience. Ari operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 195,957 clients with $35B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
195,957 clients
Average Client Portfolio
$179K average
Assets Under Management
$35.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Larchmont, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Alight Financial Advisors, LLC
September 2024 - Present · 1 yr 7 mos
Previous Registrations
Alight Financial Advisors, LLC
November 2018 - December 2022 · 4 yrs 1 mo
State Registrations2 states
NCNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.