Arcwood Financial, LLC fees and pricing
Financial planner in Phoenix, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 29, 2026, Arcwood Financial, LLC charges a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“The negotiated fixed rate for creating client financial plans is $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Arcwood Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of Arcwood Financial's fees within five business days of signing the client contract.”
- “As fees are assessed in arrears, there will be no refunds upon termination of the client agreement.”
- “Clients may terminate the agreement without penalty for a full refund of Arcwood Financial's fees 10 within five business days of signing the client contract.”
How Arcwood Financial, LLC’s fees compare
- Its flat or project fee of $1,000 is below the Arizona median of $3,100. 9% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 2 of the 30 other planners in Phoenix that publish a flat or project fee charge less.
About Arcwood Financial, LLC
- Firm size: 4 employees.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- Clients
- 30
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $186,572,808
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 189512
- Phone
- (602) 726-6282
Other planners in Phoenix that publish fees
- Ability FirstPhoenix$12,000/yr
- Alpha FiduciaryPhoenix$350/hr
- Arcadia Wealth LLCPhoenix$350-$750/hr, $5,000-$25,000
- 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
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.