Kneale Jr, Kenneth Alan
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arcadian Financial Services is a fee‑only, state‑registered, solo advisory firm that provides written financial planning to individuals, high‑net‑worth clients, charitable organizations and businesses. The firm offers tiered planning engagements — Standard (Financial Check Up), Comprehensive (Financial Health), and an ongoing Maintenance (Financial Wellness) retainer — as well as hourly consulting for discrete issues.
When investment recommendations are part of a plan, the adviser commonly favors passive, index‑based allocations using mutual funds and ETFs and supplements those recommendations with fundamental, technical and cyclical analysis. Arcadian does not provide discretionary portfolio management or custody of client assets, and implementation of recommendations is left to clients or their chosen custodians.
Noteworthy aspects of the firm include its planning‑only business model (no portfolio management or custody) and its billing approach, which relies on flat project fees, hourly rates and a quarterly retainer rather than percentage‑of‑AUM billing. The firm discloses it receives no third‑party compensation, accepts electronic payments (including Venmo), and operates as a recently established solo practice without a formal succession plan, which may be relevant for clients considering long‑term continuity.
Client services
Expertise
Fee options
$250.00 per hour
Maintenance Financial Wellness Plan fee of $400.00 per quarter (paid quarterly) with minimum one-year contract
Fee-only: Standard Financial Check Up Plan fee ranges from $1,950 to $2,220; Comprehensive Financial Health Plan fee ranges from $2,950 to $3,500; Maintenance Financial Wellness Plan fee is $400 per quarter (paid quarterly); hourly rate of $250 per hour.
Main office
San Diego CA
Advisors at this office
1
Most active in
California
Also doing business as
Arcadian Financial Services · Kenneth Alan Kneale Jr Dba Arcadian Financial Services · Kneale Jr, Kenneth Alan
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.
Forms ADV
Quick links
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