Services and Fees

 Arlington Investment Advisors provides both 1) Financial Planning and 2) Investment Advisory services. 

1) Financial Plans typically cost $1,695.00, but may be revised depending on the scope of services. Financial Plans typically cover college planning, retirement planning, and investment allocation; as well as insurance and estate planning needs. A Financial Planning Agreement specifies the scope and cost of the service.

2) Investment Advisory services are offered via a fee charged for assets under management. Arlington Investment Advisors charges .65% on assets for which the firm is providing regular and ongoing investment management services. An Investment Advisory agreement delineates the scope of the service, the accounts under management, and fee.

Under an Investment Advisory relationship, clients can meet or speak with us as often as you like without facing any additional fees. We’ll cover multiple aspects of your financial life including college planning, retirement planning, investment allocation, and more. 

We offer phone, virtual, and live meetings to accommodate your busy lifestyle. Our Investment Advisory clients typically have investments of $350,000 or more with the firm.