Joseph Weiland
Joseph Weiland is a CFP-designated registered investment advisor at Arlington Financial Advisors, LLC, based in Santa Barbara, CA, with 28 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 631 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arlington Financial Advisors manages investment portfolios exclusively through a wrap fee program where trading costs are bundled into the program. Specific percentage fee schedules are detailed in the separate Wrap Fee Program Brochure, and the firm does not impose a minimum portfolio size to open an account.
Location
100 E. De La Guerra St, Santa Barbara, CA, 93101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Arlington Financial Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael Yang, CFPArlington Financial Advisors, LLC
- Dianne Duva, CFPArlington Financial Advisors, LLC
- Cody Makela, CFPArlington Financial Advisors, LLC
- Allison Meier, CFPArlington Financial Advisors, LLC
- Kyle Lantow, CFPCerity Partners LLC
- Aaron Ritter, CFPAbundant Wealth Partners, LLC