A complete list of active advisors currently associated with ARK Advisors, LLC

Warmer can help you find a great advisor at ARK Advisors, LLC or one who fits your needs even better.

Ark Advisors LLC is a fee-only, holistic financial planning firm that serves individuals and families — including non‑high‑net‑worth clients — and also provides services to pension plan sponsors. Its client offerings include comprehensive Encompass retainer financial planning and a flat‑fee Second Opinion X‑Ray, as well as retirement, tax, estate, insurance and portfolio recommendations. When working with individual clients Ark primarily operates on a non‑discretionary basis, requiring client approval for each transaction and only executing recommendations when specifically authorized in writing via a limited power of attorney; when acting as a 3(38) investment fiduciary for plans it may exercise discretionary authority over model portfolios. The firm favors a passive, long‑term buy‑and‑hold approach that emphasizes no‑load, low‑cost, tax‑efficient index funds and ETFs (including approved Dimensional Fund Advisors strategies) and integrates tax and asset allocation considerations into portfolio construction. Ark’s mix of services is atypical for its category: as of January 1, 2025 it reported $56,346,549 managed non‑discretionarily for individual clients alongside $22,947,350 managed on a discretionary basis for 401(k) pension funds, and it combines fixed retainer pricing for individuals with percentage‑of‑AUM pension fees and a $2,500 minimum quarterly pension fee. The firm does not accept commissions, does not sell insurance or investment products, and is not a private fund adviser.

To learn more about the advisors currently working at ARK Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.