Arrow Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$118,379,173
Clients
197
Advisors
2
of 2 employees
About
Arrow Wealth Advisors serves individual and high-net-worth clients, as well as charities and business entities, offering discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm manages accounts directly and, for smaller accounts, may use the Betterment for Advisors platform to deliver digital asset management alongside traditional planning and consulting.
The firm’s investment approach is evidence-informed and market-centric, emphasizing broadly diversified portfolios, systematic implementation, and tax-aware decisions tied to individualized financial plans. Arrow Wealth uses discretionary authority to manage portfolios, may delegate management to independent managers or Betterment when appropriate, and supervises those relationships while avoiding performance-based fee arrangements.
Noteworthy aspects include a recent material change filed in the firm’s Form ADV (an update to Item 5 regarding fee disclosures), which is recorded in the brochure’s Material Changes section. The firm also documents limited-scope ERISA 3(21) services that exclude certain non-public or illiquid plan assets from fee calculations and maintains a formal business relationship with Betterment that provides platform and support services to the firm.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees range from $1,250 to $8,000.
$0 - $500,000: 1.45% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.85% $5,000,000.01+: 0.75%
$225 per hour for financial planning services.
Fee-only: Fixed fee between $1,250 and $8,000 for financial planning; $225/hour for financial planning consulting.
Main office
400 N Loop, 1604 E
San Antonio TX 78232
Advisors at this office
2
Most active in
California · Florida · Texas · Virginia
Also doing business as
Arrow Wealth Advisors · Arrow Wealth Advisors, Inc. · Usw St, Inc.
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.
Quick links
Advisors at this firm
Mitchell L
CFP®, Series 65
San Antonio, TX
Arrow Wealth Advisors
Mitchell Law is a CFP® and holds a Series 65 license, currently serving with Arrow Wealth Advisors in San Antonio, TX. He has two years of industry experience, including his tenure at Arrow Wealth Advisors beginning in 2023. Prior to his financial advisory career, he spent five years at Brigham Young University and was employed by the Church of Jesus Christ of Latter-Day Saints for two years. Arrow Wealth Advisors serves individual and high-net-worth clients, charities, and business entities with discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm uses an evidence-informed, market-centric investment approach focused on broadly diversified portfolios and tax-aware decisions tailored to individual financial plans.
Daniel S
CFP®, Series 66
San Antonio, TX
Arrow Wealth Advisors
Daniel Seltzer is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Arrow Wealth Advisors since 2017 and previously was affiliated with US Financial Advisors, LLC and LPL Financial. Located in San Antonio, TX, he is a principal at a firm with two advisors. Arrow Wealth Advisors serves individual and high-net-worth clients, charities, and business entities, providing discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm employs an evidence-informed, market-centric investment approach focused on diversification, systematic implementation, and tax-aware decisions.
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