What We Do
Your Tax Strategy and Wealth Strategy,
Finally Working Together
As both a CPA and CFP Rachael brings something most advisors can't: the ability to see our tax situation and your investment strategy as one integrated plan.
Investment
Management
AUM-based portfolios tailored to your goals, tax situation, and time horizon. We build strategies — not sell products.
- Tax-loss harvesting & asset location
- Diversified portfolio construction
- Ongoing monitoring & rebalancing
- Coordination with your tax filings
Business Owner
Financial Planning
Specialized planning for restaurant owners and real estate investors who need a clear path to financial independence outside their business.
- Entity structure & exit planning
- SEP-IRA, Solo 401(k), profit sharing
- Real estate portfolio strategy
- Succession & estate coordination
Comprehensive
Financial Planning
A complete financial plan connecting every piece of your financial life — retirement, education, insurance, estate — into one coherent strategy.
- Retirement income planning
- 529 education savings strategy
- Insurance needs analysis
- Estate planning coordination
Fee Structure
AUM-Based · Transparent · Fiduciary
Auriex Wealth Advisors is a fee-only registered investment advisor. We charge a percentage of assets under management — no hidden commissions, no product sales, no conflicts of interest. Our compensation is aligned directly with your success.
Asset management fees
Fees are based on assets under management and decrease as your portfolio grows.
Financial planning subscription
Two tiers designed for where you are in your wealth journey — for both business owners and individuals with complex needs.
Silver
Wealth accumulation · high earners
Gold
Business owners · expansive portfolios
One-time standalone financial plans are generally not offered. On a case-by-case basis, existing AUM clients may request a dedicated planning engagement at a typical rate of $300/hour.
© 2026 Auriex Wealth Advisors LLC · Registered Investment Advisor
Form ADV Part 2 available upon request · Investment advice involves risk · Past performance does not guarantee future results.Auriex Wealth Advisors LLC is a Registered Investment Advisor. All information provided is for informational purposes only and does not constitute investment advice.Quick Links
Form ADV Part 2
Flushing, Queens · New York City