A complete list of active advisors currently associated with Arrowroot family office, LLC

Warmer can help you find a great advisor at Arrowroot family office, LLC or one who fits your needs even better.

Arrowroot Family Office provides investment advisory and multi‑family office services to individuals (both high‑net‑worth and non‑HNW), families, retirement plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles organized as private funds. Its service set includes wealth management, financial planning, portfolio management, and administrative offerings such as bill‑paying, payroll support, and tax return preparation; like most multi‑team advisors it charges asset‑based advisory fees and manages individual client portfolios. The firm offers both discretionary and non‑discretionary asset management with a focus on customized asset allocation informed by analytics such as efficient‑frontier, Monte Carlo, and value‑at‑risk analysis, typically implemented with ETFs and mutual funds while permitting individual securities when clients direct. Arrowroot also uses sub‑advisers and digital platforms for some client accounts, provides ERISA‑limited retirement plan advisory services, and performs ongoing monitoring and rebalancing of client allocations. Distinctive aspects include operating and advising private pooled vehicles and affiliated funds—serving as manager/sponsor and receiving performance‑based fees and allocations for those Funds—and the related disclosure of potential conflicts in Fund Governing Documents. The Brochure also notes the firm produces educational seminars and podcasts, offers multi‑family office capabilities (tax efficiency, M&A advisory, family governance), provides a one‑year fee waiver program for veterans, and discloses prior regulatory and civil settlements involving a former associated person.

To learn more about the advisors currently working at Arrowroot family office, 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.