Arcadia Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Tax-loss harvesting
General tax planning
Wealth management
Occupation focus
Founder/Business Owner
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 location
Arcadia Wealth LLC
1430 E Missouri Ave, Suite B269
Phoenix AZ 85014, United States
Number of offices
1
Most active in
Arcadia Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")