Arrington Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arrington Financial Advisors is a state-registered, single-advisor firm that provides financial planning and discretionary investment management primarily for individuals, trusts, and estates, managing about $10.76 million on a discretionary basis and reporting roughly $2.5 million under advisement across approximately 15 client relationships. The brochure and regulatory reporting also indicate the firm serves a broader set of institutional and nonprofit clients, including banking or thrift institutions, insurance companies, corporate and pension/profit-sharing plans, charitable organizations, state and municipal governments, other investment advisers, and—uncommonly for a firm this size—sovereign wealth clients.
The firm applies a top-down investment approach that combines active and passive elements, selecting mutual funds, ETFs, and individual securities and offering Asset Allocation, Hallmark, and Targeted financial plans; advisory portfolios are monitored daily with at least quarterly performance review and semiannual client meetings for ongoing planning clients. Fees are billed as flat, tiered annual amounts for investment management and as flat or hourly fees for planning rather than a percentage-of-assets or performance-based model, and the firm does not maintain custody of client assets.
Noteworthy among peers, the firm’s regulatory profile shows an unusually diverse client mix for a solo, state-registered adviser with a small client roster and modest AUM, and its disclosures describe practices such as block trading, discretionary oversight, and the principal’s professional credentials (CFA and CFP). The combination of institutional engagements, a non‑percentage fee structure, and a predominantly advisory/planning service offering distinguishes it from many independent single-advisor firms.
Client services
Expertise
Fee options
Flat fees for financial plans: Asset Allocation Plan $500-$2,000; Hallmark Plan $1,000-$5,000; Targeted Plan $750-$2,500.
$0 - $250,000: $625 per year for ETF- and Mutual Fund-Only Portfolios $250,001 - $500,000: $1,250 per year for ETF- and Mutual Fund-Only Portfolios $500,001 - $750,000: $1,875 per year for ETF- and Mutual Fund-Only Portfolios $750,001 - $1,000,000: $2,500 per year for ETF- and Mutual Fund-Only Portfolios $0 - $250,000: $950 per year for Combination Portfolios (ETFs, Mutual Funds and Individual Stocks) $250,001 - $500,000: $1,900 per year for Combination Portfolios $500,001 - $750,000: $2,850 per year for Combination Portfolios $750,001 - $1,000,000: $3,800 per year for Combination Portfolios $0 - $250,000: $1,250 per year for Individual Securities Portfolios $250,001 - $500,000: $2,500 per year for Individual Securities Portfolios $500,001 - $750,000: $3,750 per year for Individual Securities Portfolios $750,001 - $1,000,000: $5,000 per year for Individual Securities Portfolios
Hourly fees available for financial planning services with a minimum of two hours billed.
Ongoing financial planning fees range from $375 to $3,750 annually, billed quarterly in advance.
Account minimum: $50,000 Minimum fee: Minimum annual fee of $625 for investment advisory services Fee-only: Flat fees ranging $500-$5000 for various types of financial plans; hourly fees also available with minimum 2 hours; ongoing financial planning fees between $375-$3750 annually.
Main office
Moorestown NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Arrington Financial Advisors, LLC · Touchstone Financial Advisors · Touchstone Financial Advisors, LLC
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:
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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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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.
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