A complete list of active advisors currently associated with Arrington Financial Advisors, LLC
Warmer can help you find a great advisor at Arrington Financial Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Arrington Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Moorestown, NJ
| 17
|
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