Arena Advisors LLC fees and pricing
Financial planner in San Jose, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 19, 2026, Arena Advisors LLC charges a flat or project fee of $250-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$5,000
“The negotiated fixed rate for creating client financial plans is between $250 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Arena Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty, for full refund of AAL’s fees, within five business days of signing the Financial Planning Agreement.”
- “The wrap fee is based on a percentage of assets under management and is calculated and charged quarterly in arrears.”
- “Upon termination, any prepaid but unearned fees will be refunded on a prorated basis.”
How Arena Advisors LLC’s fees compare
- Its flat or project fee of $250-$5,000 is below the California median of $5,000. 27% of the 796 other California planners that publish a flat or project fee charge less.
- 5 of the 15 other planners in San Jose that publish a flat or project fee charge less.
About Arena Advisors LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2019 (7 years).
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
- 1.5% a year
- Clients
- 1
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $185,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304955
- Phone
- (303) 264-4536
Can advise clients in 2 states: California, Colorado
Other planners in San Jose that publish fees
- Align Wealth Management, LLCSan Jose$300-$800/hr, Up to $50,000
- Amaral Financial PlanningSan Jose$500/hr
- Brightplan LLCSan Jose$20/mo
- Chief Capital Management, IncSan Jose$200/hr
- Concentrum Wealth ManagementSan Jose$350/hr, $2,000-$30,000
- Corinthian Wealth ManagementSan Jose$300-$500/hr, $3,000-$12,000
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.