Arcadia Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arcadia Wealth provides investment management, financial planning, and consulting to individuals, families, and businesses, including advice related to retirement accounts and corporate financial matters. Like many advisers, it charges asset-based advisory fees for portfolio management.
The firm follows an academic, asset-allocation-centered approach, constructing model portfolio composites that emphasize broad-based equity vehicles and targeted fixed-income allocations while incorporating tax-aware rebalancing and loss harvesting. It may recommend and retain independent third-party managers for portions of client portfolios and has recently expanded to offer discretionary asset management services.
Arcadia is affiliated with an accounting practice and routinely coordinates accounting and tax services alongside its advisory work, with substantial client overlap between the two businesses. The firm also provides retirement-plan and pension consulting and conducts documented due diligence when selecting outside advisers and delegating functions (such as proxy voting), practices that are less common among its peers.
Client services
Expertise
Occupation focus
Fee options
Flat project-based fees ranging from $5,000 to $25,000 annually, based on complexity; fees calculated based on an hourly rate range from $350 to $750 for financial planning and consulting services.
$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.50% Over $10,000,000+: 0.35%
Main office
1430 E Missouri Ave, Suite B269
Phoenix AZ 85014
Advisors at this office
1
Most active in
Arizona
Also doing business as
Arcadia Wealth LLC · Holos Financial, LLC · Telos Financial Planning & Tax 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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