Arkenstone Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arkenstone Financial, LLC serves individual clients — including high‑net‑worth households — and employer retirement plans, providing asset management (delivered through a wrap‑fee program), financial planning and consulting, and retirement plan consulting. The firm manages roughly $97 million in client assets and offers written financial plans, hourly or flat‑fee consulting engagements, and ongoing retirement plan monitoring for sponsors.
The firm generally delivers discretionary investment management within its wrap‑fee platform and tailors portfolios to clients’ objectives using asset allocation alongside fundamental and technical analysis and a mix of vehicles (ETFs, mutual funds, individual equities, fixed income and options). Financial planning work can be broad in scope — covering retirement, estate, tax and charitable planning as well as corporate structure, real estate analysis and cost‑segregation studies — and retirement plan consulting is provided with acknowledgment of ERISA fiduciary responsibilities.
What is distinctive for a firm of this size is the combination of roles it discloses: Arkenstone sponsors a wrap fee program and its representatives act as portfolio managers for that program, some representatives hold insurance licenses and may receive commissions, and a firm representative is also registered with another registered investment adviser. The firm discloses these affiliations and conflicts in its brochure and maintains policies (client disclosures, a code of ethics, and custodial/fee authorization practices) intended to manage those potential conflicts while offering both wrap‑only management and standalone planning services.
Client services
Expertise
Fee options
Flat fees for financial planning generally range from $500 to $5,000. Flat fees for Retirement Plan Consulting range from $750 to $10,000.
Maximum hourly fee $250.
Fee-only: Financial Planning & Consulting: $500 to $5,000 flat fees; hourly up to $250/hour. Retirement Plan Consulting: flat fees $750 to $10,000; hourly up to $250/hour.
Main office
See office19210 Sixpenny Lane, Suite 100
Monument CO 80132
Advisors at this office
2
Offices (3)
Most active in
California · Colorado · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Laine R
CFP®, Series 66
La Quinta, CA
Arkenstone Financial, LLC
Laine Rinker is a CFP® professional with 18 years of industry experience, currently serving at Arkenstone Financial, LLC since 2011. She also operates Rinker Financial, a mortgage business providing first and second trust deed loans. Arkenstone Financial, LLC serves individual clients, including high-net-worth households, and employer retirement plans by offering asset management, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and utilizes a discretionary investment approach tailored to client objectives through a mix of investment vehicles.
Shayne M
Series 65
Monument, CO
Arkenstone Financial, LLC
Shayne Momber is a financial advisor at Arkenstone Financial, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Arkenstone Financial since 2014. Arkenstone Financial, LLC serves individual clients, including high-net-worth households, and employer retirement plans by providing asset management through a wrap-fee program, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and uses a discretionary investment management approach combining asset allocation with fundamental and technical analysis across various investment vehicles.
Paul L
Series 63, Series 65
Monument, CO
Arkenstone Financial, LLC
Paul Lundeen is a financial advisor with Arkenstone Financial, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Arkenstone Financial since 2001 and also holds a leadership role as chairman at Alpine Freedom, LLC. Arkenstone Financial serves individual clients, including high-net-worth households, and employer retirement plans by offering asset management, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and delivers tailored investment strategies through a wrap-fee program using a variety of investment vehicles.
Morgan G
Series 63
Flower Mound, TX
Arkenstone Financial, LLC
Morgan Gough is a financial advisor at Stonemark Wealth Management with 21 years of industry experience. He holds a Series 63 designation and has worked at Arkenstone Financial, LLC since 2012 and Wespac Advisors Socal, LLC since 2011. Stonemark Wealth Management provides discretionary investment management, financial planning, and limited consulting services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and retirement plan participants. The firm employs a combination of fundamental and technical analysis and utilizes strategies including covered-call and put-writing option strategies, managing accounts on a discretionary basis tailored to client objectives and risk tolerance.
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