Arlington Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,014,618
Clients
56
18% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
56
HighAverage account size
$250,261
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
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Tax-loss harvesting
Occupation focus
Founder/Business Owner
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 location
Arlington Wealth Planning, LLC
Arlington VA, United States
Number of offices
1
Most active in
Arlington Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · North Carolina · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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