Arch City Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arch City Financial provides investment advisory and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporate plan sponsors. Its offerings include ongoing portfolio management (directly or via third‑party managers and model portfolios), comprehensive planning engagements, and employee benefit plan consulting.
The firm generally favors passive portfolio construction—using low‑cost index funds and ETFs to build asset‑class exposures—while also employing third‑party managers and model portfolios when appropriate. Client work is guided by individualized investment policy statements, periodic reviews, and a mix of analytical methods (fundamental, technical, cyclical, and charting) to assess suitability and risk.
Arch City Financial is atypical for a solo independent adviser in maintaining an affiliated accounting practice that provides taxation, auditing, and consulting services, and in offering pension consulting and participant education to plan sponsors. The firm also provides educational seminars and speaking engagements (including occasional pro‑bono presentations), and its principal holds accounting and personal financial specialist credentials that may inform tax and plan‑design considerations.
Client services
Expertise
Fee options
Comprehensive Financial Planning upfront fee between $500 and $10,000 plus monthly ongoing fees of $200 to $800.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001+: 0.75%
Financial Planning Hourly Fee between $175.00 and $350.00 per hour based on complexity.
Comprehensive Financial Planning ongoing monthly fee ranging from $200 to $800 based on complexity and client needs.
Fee-only: Financial Planning Fixed Fee ranging from $500 to $20,000 based on complexity and client needs.
Main office
Grove City OH
Advisors at this office
1
Most active in
Florida · Ohio
Also doing business as
Arch City Financial · Arch City Financial, 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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