Ares Financial Consulting LLC

Investment Advisor
in Sherman Oaks, CA

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About this Advisor

Nathan Schorsch is a financial advisor working in Sherman Oaks, California with 1 year of industry experience. Schorsch is on the advisory team at Ares Financial Consulting LLC. During their career, the advisor has held roles at Major League Ultimate, Axa Advisors, LLC, Head To Toe Financial Planning LLC, Watershed Wealth Planning and Ares Financial Consulting LLC. Schorsch has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Oregon and Texas. Ares Financial Consulting LLC is a company based in Sherman Oaks, CA. The investment advisory business has offices in three locations and just five financial advisors. It oversees $124 million in total assets across its 639 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 639 client accounts, just 14% belong to high-net-worth investors who have at least $1 million in assets. Ares Financial Consulting LLC performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees are based on which services the firm provides the client. However, fees charged by Ares Financial Consulting LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14140 Magnolia Blvd
Sherman Oaks, CA 91423

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Ares Financial Consulting LLC Brokerage Details

Total Assets Under Management


CA Average: $7,578,581,321
Total Number of Employees


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Nathan Schorsch Work History

Nathan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ares Financial Consulting LLC

2018 - 2022 (4 years)

Head To Toe Financial Planning LLC

2017 - 2018 (1 year)

Watershed Wealth Planning

2016 - 2016 (< 1 year)

Axa Advisors, LLC

2012 - 2015 (3 years)

Major League Ultimate

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Nathan Schorsch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ares Financial Consulting LLC

Nathan Schorsch
Sherman Oaks, CA
Nils Wickman
Tacoma, WA
Jeffrey Richter
Sherman Oaks, CA
James Pickett
Huntington Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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