Arlington Wealth Planning, LLC
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About
Arlington Wealth Planning is a fee-only registered investment adviser that serves primarily individual clients while also advising employer-sponsored retirement plans and other corporate plan sponsors. The firm offers discretionary asset management, written financial plans, ongoing advisement retainers, educational seminars, and separately contracted tax preparation services.
Investment programs are customized to each client’s stated goals, time horizon, and risk tolerance and typically use fundamental analysis and periodic monitoring to manage portfolios on a discretionary basis. For retirement-plan clients the firm can act in either an ERISA Section 3(21) advisory role or a Section 3(38) fiduciary capacity, with plan investment selection, monitoring, and replacement performed under the terms of the engagement.
Compared with many solo independent advisers, the firm’s mix of work includes employer retirement-plan fiduciary services, public educational workshops, and in-house tax preparation — activities the firm discloses and mitigates through upfront fee disclosure and non‑requirement policies. The firm manages approximately $14 million for roughly 56 clients and notes related outside business activities (federal consulting and short‑term rental management) that are disclosed in the brochure.
Client services
Expertise
Occupation focus
Fee options
Financial plan fees range from $3,500 to $7,000 depending on complexity
up to 1% annually, discounted fees for larger accounts may apply
$289 per hour for hourly financial planning advice
Account minimum: No minimum required to open an account, but a minimum fee may be required to manage a 401k retirement account for a company Fee-only: Fee-only financial planning and investment management services; no commission-based products sold
Main office
Arlington VA
Advisors at this office
1
Most active in
District of Columbia · Maryland · North Carolina · Virginia
Disclosures
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Business activities & affiliations
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Broker-dealer / trader
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Bank
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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
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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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