Arcadia Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$327,940,821
Clients
266
Advisors
3
across 3 offices
About
Arcadia Investment Advisors serves individual investors, families, trusts, pension plans and non-profits, and delivers discretionary portfolio management alongside retirement planning and ongoing financial analysis across multiple account types. The firm is fee-only and charges asset-based advisory fees rather than commissions.
The firm’s investment approach is guided by academic theory and emphasizes strategic asset allocation, low-cost mutual funds and ETFs, and tax-aware portfolio construction; allocation decisions are driven by clients’ cash-flow needs and tolerance for variability. Arcadia manages portfolios holistically across account types, monitors performance regularly, and incorporates tax-management practices such as loss harvesting and Roth conversion analysis.
Distinctive features include a small, multigenerational advisory team of three professionals overseeing approximately $346 million in client assets, resulting in an unusually high assets-per-advisor ratio relative to peers. Arcadia documents its fiduciary process for retirement rollovers (including an alternative educational approach), declines to vote client proxies on behalf of accounts, and operates with custodial arrangements that include direct fee deduction and standing letters of authorization — all points prospective clients may want to consider.
Client services
Expertise
Fee options
Flat fee of $21,000/year for clients with billable AUM over $5 million
$0 - $1,000,000: 1.0% annual fee for management of equities up to $1,000,000 and 0.3% for fixed income $1,000,001 - $5,000,000: 0.9% annual fee for management of equities up to $1,000,000 and 0.3% annual fee for equities in excess of $1,000,000; 0.3% annual fee for all fixed-income investments
Account minimum: $100,000 Minimum fee: Flat fee of $21,000/year for clients with billable AUM over $5 million Fee-only: Fees only; no commissions or other compensation from third parties
Main office
See office1028 S. Bridgeway Place, Suite 100
Eagle ID 83616-6095
Advisors at this office
1
Offices (3)
Most active in
California · Idaho · Oregon · Texas · Washington
Also doing business as
Arcadia Financial Group LLC · Arcadia Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Richard T
Series 65
Portland, OR
Arcadia Investment Advisors, LLC
Richard Teutsch is a financial advisor at Arcadia Investment Advisors, LLC in Portland, OR, with 30 years of industry experience. He holds a Series 65 license and has been with Arcadia Financial Group since 1996. Arcadia Investment Advisors provides discretionary investment management and retirement-planning services primarily to individuals and families. The firm emphasizes asset allocation to build tax-efficient, low-cost, and well-diversified portfolios using mutual funds and ETFs, managing client assets at the portfolio or household level.
Howard T
Series 65
Boise, ID
Arcadia Investment Advisors, LLC
Howard Teutsch is a Series 65-licensed advisor with 18 years of industry experience. He has been with Arcadia Investment Advisors, LLC since 2007. Arcadia Investment Advisors provides discretionary investment management and retirement-planning services primarily to individuals and families. The firm emphasizes asset allocation to build tax-efficient, low-cost, diversified portfolios using mutual funds and ETFs, and manages client assets at the household level to reduce trading and tax impact.
Trevor T
Series 65
Eagle, ID
Arcadia Investment Advisors, LLC
Trevor Teutsch is a financial advisor at Arcadia Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at RescueStat LLC and Cobalt Truck Equipment. Arcadia Investment Advisors provides discretionary investment management and retirement-planning services primarily to individuals and families. The firm focuses on tax-efficient, low-cost, well-diversified portfolios guided by academic theory and manages client assets with continuous monitoring and biannual reviews.
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