ATARAXIA ADVISORY SERVICES, LLC

Overview

Ataraxia Advisory Services, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual, family and small institutional clients. The firm combines financial planning and discretionary portfolio management with insurance brokerage capabilities, which gives it flexibility to place clients into both investment and insurance solutions. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagement options, which suggests they work with a mix of ongoing advisory relationships and project-based planning engagements. Investment activity centers on pooled public investment vehicles rather than heavy direct-stock selection. The firm is not an active ESG investor and does not operate as a multi-state or pension consultant adviser. For advisory work it focuses on individuals and small businesses, constructing portfolios primarily with third‑party mutual funds and other packaged products, while reserving alternative allocations for appropriate clients.

Assets & Accounts

Investments & Alternatives

Location & Offices