Deana Christine Arseneau
Advisor at ArsenEAU Financial — Westerville, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Westerville, OH 43081
ArsenEAU Financial
Supported
Total advisors
3Clients per advisor
16 Very LowAvg AUM per client
$862,715 TypicalHNW client ratio
29% TypicalDeana Arseneau is a financial advisor at ArsenEAU Financial with a Series 65 credential and over eight years of industry experience, including roles at Centurion Service Group, SourcePoint, and The Retirement Life. She has been leading Arseneau Financial since 2026. Arseneau Financial provides portfolio management, financial planning, and estate-planning support to individual and high-net-worth clients. The firm manages approximately $42.3 million in discretionary assets, typically employs a discretionary management style, and uses a variety of analytical methods alongside alternative investment strategies.
Based on ArsenEAU Financial
Based on ArsenEAU Financial
Estate planning fees range from $650 to $1,500, negotiable and agreed upon at engagement start
$1 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
Hourly financial planning fees between $150 and $300
Minimum fee: Minimum annual portfolio management fee of $2,500 for ongoing financial planning if AUM fee is below that amount Fee-only: Fixed financial planning fees between $1,500 and $10,000 for one-time plans; ongoing planning fees between $2,500 and $10,000 annually (negotiable)
Westerville, OH
240 S State St., WE12
Westerville OH 43081
Advisors at this office
3
Ohio
< 1 year of industry experience
Arseneau Financial LLC
2026 - Present • 1 year
Westerville, OH
The Retirement Life
2024 - Present • 2 years
Delaware, OH
SourcePoint
2021 - 2024 • 3 years
Delaware, OH
Centurion Service Group
2015 - 2021 • 6 years
Lincoln Park, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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