Arrian Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$223,394,631
Clients
442
Advisors
4
of 5 employees
About
Arrien Investments, Inc. provides investment advisory and financial planning services to individuals — including high net worth clients — as well as partnerships, corporations, and other business entities, managing approximately $226.6 million for about 442 clients through a three-advisor team. Its offerings include discretionary asset management, stand‑alone financial planning and consulting, and advice for held‑away retirement and education accounts.
The firm delivers tailored, fiduciary investment advice and typically manages accounts on a discretionary basis using a mix of strategic and tactical asset allocation, long‑term buy‑and‑hold positions, and shorter‑term trades including options; portfolios commonly include individual equities, bonds, mutual funds, ETFs, and REITs. Asset‑management clients placing at least $100,000 under management generally receive basic financial planning as part of the service, while stand‑alone planning is billed hourly.
Noteworthy distinctions disclosed in the brochure include that certain associated persons are independently licensed to sell insurance and may receive commissions for insurance sales, a practice the firm identifies as a potential conflict of interest and discloses to clients. Arrien is also affiliated with Joyce Capital, Inc., a loan agent and consultant for agricultural businesses that results in reciprocal referral activity, and the firm recommends Pershing as custodian while receiving research and brokerage‑related services.
Client services
Expertise
Fee options
Tiered fee schedule ranging from 1.50% to 0.50% annually applied on a blended basis; exact tiers customized per client agreement
Commissions received by associated persons for insurance product sales, separate from advisory fees
Financial planning and consulting services hourly fees ranging from $100 to $275 per hour, with possible variation
Minimum fee: Minimum annual fee of $300 for asset management clients; may be waived for individual clients
Main office
4477 West Emerald Street, Suite A100
Boise ID 83706
Advisors at this office
4
Most active in
Arizona · California · Idaho · Nebraska · Nevada · New Hampshire · Oregon · 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.
Advisors at this firm
Alex H
CFP®, Series 63, Series 65
Boise, ID
Arrian Investments, Inc.
Alex Hansen is a CFP® with 10 years of industry experience, currently serving as an advisor at Arrian Investments, Inc. He previously worked at Cetera Advisors, LLC for seven years. Hansen is also a licensed independent insurance agent, offering life, disability, annuity, and long-term care insurance products to clients. Arrian Investments provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm manages portfolios that include a range of securities and insurance products, typically on a discretionary basis with regular account reviews.
Andressa W
Series 65
Boise, ID
Arrian Investments, Inc.
Andressa Warn is a financial advisor at Arrien Investments, Inc. in Boise, ID, holding a Series 65 designation. She has been with Arrien Investments since 2023 and has prior experience in the mortgage industry and higher education. Arrien Investments provides investment advisory and financial planning services to individuals, including high net worth clients, as well as business entities. The firm manages approximately $226.6 million through a mix of strategic and tactical asset allocation, offering discretionary asset management, stand-alone planning, and consulting services.
Daniel W
Series 65
Boise, ID
Arrian Investments, Inc.
Daniel Weeder is a financial advisor at Arrian Investments, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at Arrian Investments since 2024. Outside of his advisory role, he is an independent licensed insurance agent, providing clients with recommendations on life, accident, and health insurance products. Arrian Investments, Inc. offers investment advisory and financial planning services to individuals, partnerships, corporations, and other business entities. The firm manages approximately $226.6 million across about 442 clients, using a combination of strategic and tactical asset allocation with portfolios that include equities, bonds, mutual funds, ETFs, and REITs.
Kevin A
Series 63, Series 65
Boise, ID
Arrian Investments, Inc.
Kevin Arrien is a financial advisor with Arrian Investments, Inc. in Boise, ID, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has worked with Arrian Investments since 1998 and Joyce Capital, Inc. since 2006, where he also serves as owner of a loan agency consulting for agricultural businesses. Additionally, he is a licensed notary public and an independent insurance agent. Arrian Investments provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm manages approximately $189.4 million in discretionary assets and offers tailored portfolio management combining strategic and tactical asset allocation, with regular account reviews.
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