Arlington Financial Advisors, LLC fees and pricing
Financial planner in Santa Barbara, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Arlington Financial Advisors, LLC charges $375 an hour and a flat or project fee of $4,950-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $375/hr
“The maximum hourly fee to be charged will not exceed $375.”
- Flat or project fee
- $4,950-$10,000
“Flat fees range from $4,950 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Arlington Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”
- “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
- “Clients will be invoiced directly for the fees.”
How Arlington Financial Advisors, LLC’s fees compare
- Its hourly rate of $375 is above the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
- 9 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
- Its flat or project fee of $4,950-$10,000 spans the California median of $5,000. 70% of the 796 other California planners that publish a flat or project fee charge less.
- 7 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.
About Arlington Financial Advisors, LLC
- Firm size: 16 employees.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 595
- Employees
- 16
- 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 selecting other advisers
- Assets managed
- $1,237,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283288
- Phone
- (805) 699-7300
Can advise clients in 16 states: Arizona, California, Colorado, Florida, Hawaii, Louisiana, Massachusetts, Maryland, Nevada, New York, Oregon, South Carolina, Texas, Virginia, Washington, Wisconsin
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
- Castle Wealth PlanningSanta Barbara$250/hr, $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.