Arlington Investment Advisors fees and pricing
Financial planner in Arlington, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2026, Arlington Investment Advisors charges $195-$350 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
- $195-$350/hr
“These fees are negotiable, but generally range from $195.00 to $350.00 on an hourly basis, or a flat fee based on the scope and 5 complexity of the services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Arlington Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Arlington Investment Advisors generally requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory/Consulting Agreement.”
- “The outstanding balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
- “Additionally, the Firm sends the client an invoice or statement of the amount of the fee to be deducted from the client's account each time a fee is directly deducted.”
How Arlington Investment Advisors’ fees compare
- Its hourly rate of $195-$350 spans the Massachusetts median of $300. 47% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- None of the 2 other planners in Arlington that publish an hourly rate charge less.
About Arlington Investment Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- College planning
- Business owners
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
- 0.65% a year
- Clients
- 41
- 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
- $23,986,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292896
- Phone
- (781) 355-6880
Other planners in Arlington that publish fees
- Hathaway AdvisoryArlington$4,000, $4,000-$50,000/yr
- Neiman & Associates Financial Services, LLCArlington$375/hr, $5,000-$50,000
- Stardust Wealth StrategiesArlington$500/hr, $10,000-$100,000
- Von Blucher Capital LLCArlington$1,000-$5,000
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.