Arcadia Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 3, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$750/hr

“We do not charge an hourly fee; however, to calculate our Financial Planning and Consulting Fees, the total estimated fee, as well as the actual fee, is based upon an hourly rate range from $350 to $750, and adjusted relative to the scope and complexity of the engagement.”

Flat or project fee

$5,000⁠-⁠$25,000

“Our flat project-based fees range between $5,000 and $25,000, annually, based on the complexity of services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Arcadia Wealth LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our annual fee is prorated and charged quarterly.”
• “Fees are charged in advance based upon the market value of the assets being managed by on the last day of the previous quarter.”
• “In no instance do we collect more than $1,000 more than 6 months in advance. 7 Independent Managers As noted in Item 4, we may recommend independent managers to clients.”

How Arcadia Wealth LLC’s fees compare

• Its hourly rate of $350-$750 is above the Arizona median of $275. 95% of the 195 other Arizona planners that publish an hourly rate charge less.
• 39 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$25,000 is above the Arizona median of $3,100. 92% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 27 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Arcadia Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: EA.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312464

Website

arcadiaw.com (opens in new tab)

Phone

(602) 560-5638

Other planners in Phoenix that publish fees

• Ability FirstPhoenix$12,000/yr
• Alpha FiduciaryPhoenix$350/hr
• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr
• Copper Square Private Wealth, LLCPhoenix$350/hr, $1,500⁠-⁠$10,000

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