Arrow Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“Services are also offered based on an hourly rate of $225 per hour.”

Flat or project fee

$1,250⁠-⁠$8,000

“- 3- FIXED FEES Financial Planning Services are offered based on a flat fee between $1,250 and $8,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Arrow Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”
• “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
• “Client may elect to be billed directly or have fees deducted from Plan Assets.”

How Arrow Wealth Advisors’ fees compare

• Its hourly rate of $225 is below the Virginia median of $260. 26% of the 203 other Virginia planners that publish an hourly rate charge less.
• Its flat or project fee of $1,250-$8,000 spans the Virginia median of $4,250. 53% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Lynchburg that publish a flat or project fee charge less.

About Arrow Wealth Advisors

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

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

3% a year

Clients

197

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$121,234,291

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

290853

Website

linkedin.com/in/mitchell-law-85a521195 (opens in new tab)

Phone

(210) 541-9967

Can advise clients in 4 states: California, Florida, Texas, Virginia

Other planners in Lynchburg that publish fees

• Kenneth Dean BennettLynchburg$100⁠-⁠$2,500/hr, $1,000⁠-⁠$2,500
• Lynchburg Wealth ManagementLynchburg$1,500
• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750

Compare all 9 planners in Lynchburg