Arcadian Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arcadian Associates provides fee-only financial planning services to individuals and high-net-worth clients, delivering advice on topics such as cash flow, retirement and tax planning, education funding, and insurance. Services are offered on an hourly basis and typically result in a written action-item summary, with optional detailed retirement forecasts or portfolio analyses when requested.
The firm’s advice is grounded in Modern Portfolio Theory and tailored to each client’s time horizon and risk tolerance, with clients completing a risk assessment and remaining responsible for custody and execution of investment decisions. Engagements begin with a complimentary phone consultation and are conducted remotely (e.g., Zoom), and the firm does not recommend model portfolios or individual securities for clients to implement as a matter of course.
Notable features relative to peers include operating as a single-member, sole-practitioner registered adviser that focuses on hourly planning rather than asset management or private funds; the firm does not custody client assets or participate in wrap programs. The principal brings extensive industry experience, maintains an independent-contractor relationship with another state-registered adviser (under 10% of time), and has documented business-continuity procedures for client data and communications.
Client services
Expertise
Fee options
$400 per hour
Minimum fee: Minimum $400 fee for first-time client, negotiable on sliding scale Fee-only: Hourly rate of $400 per hour
Main office
Napa CA
Advisors at this office
1
Most active in
California
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:
-
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.
-
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.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)