Arka Financial Services L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arka Financial Services L.L.C. serves individual clients and families, offering comprehensive financial planning, more limited-scope financial advice, tax preparation, and optional extended-plan support. The firm does not manage client investment accounts, does not trade securities on clients’ behalf, and does not take custody of client funds.
The advisory process follows the CFP Board seven-step financial planning framework and uses planning software (eMoney, MoneyGuidePro, HolistiPlan) and spreadsheets to develop recommendations, with routine reviews—quarterly during the initial engagement and semiannually for extended support. Investment guidance is educational and broad-based, emphasizing diversified mutual funds and ETFs, tax implications, account-selection strategies, and risk-tolerance assessment using public questionnaires rather than discretionary portfolio management.
Compared with many firms in the investment-manager category, Arka does not charge percentage‑of‑assets fees and instead uses fixed, fee-for-service pricing for planning, advice, and tax services while explicitly declining to manage client assets. The firm is a single-advisor practice that combines CFP®-based planning and tax-preparation services with a structured client-education focus, and it discloses ancillary activities such as a separate photography business and an inactive enrolled-agent designation.
Client services
Expertise
Fee options
Financial Planning: $2,000; Extended Support on Financial Plans: $750 per year; Financial Advice: $750; Tax Preparation: Starting at $250
Minimum fee: Financial Planning: $2,000; Extended Support on Financial Plans: $750 per year; Financial Advice: $750; Tax Preparation: Starting at $250 Fee-only: Fee-only compensation; no commissions received for services or products
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
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
Quick links
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”)