Arcadia Wealth Management fees and pricing
Financial planner in Smithtown, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Arcadia Wealth Management charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial planning services will be provided at an hourly rate of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Arcadia Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees are negotiable at the sole discretion of the Advisor.”
How Arcadia Wealth Management’s fees compare
- Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
About Arcadia Wealth Management
“Arcadia provides services in three broad categories: financial planning services, investment management/advisory services and retirement plan advisory services to individuals, high net worth individuals, retirement plans, trusts, and estates (each a “Client”).”
- Firm size: 6 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 275
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $383,594,739
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165504
- Phone
- (631) 549-5400
Can advise clients in 8 states: California, Florida, Louisiana, Massachusetts, New Jersey, New York, Pennsylvania, Texas
Other planners in Smithtown that publish fees
- Murphy & Mullick Capital Management CorpSmithtown$1,000-$10,000
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.