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
Website
arlingtonfinancialadvisors.com (opens in new tab)
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

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