Lori Eisel is a CFP-designated registered investment advisor at Arcadia Financial Partners, LLC, based in Pickerington, OH, with 19 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 more. Their firm serves 94 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.8M | 0.45% |
| $1.8M+ | 0.15% |
New clients typically pay a minimum fee of $5,000. Fees are negotiable.
Fee Estimator
Contact
Lori Eisel
Location
60 W Columbus St, Pickerington, OH, 43147
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
Arcadia Financial Partners, LLC
Previous Registrations
Hamilton Capital Management INC
Fairfield Investments and Wealth Management, LLC
Summit Financial Strategies INC
State Registrations1 state
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