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CFP
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CFP

Brandon Oliver

Arcwood Financial, LLC
21 Years of Experience
Phoenix, AZ
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Brandon Oliver is a CFP-designated registered investment advisor at Arcwood Financial, LLC, based in Phoenix, AZ, with 21 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 33 clients with $190M in assets under management.

Arcwood Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
33 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$186.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $5.0M1.10%
$5.0M - $10.0M0.90%
$10.0M - $20.0M0.70%
$20M+0.60%

Combined fee includes both Arcwood Financial's fee and a 0.30% sub-advisor fee paid to Alphastar Capital Management. Clients are also assessed a $50 annual administrative fee by the sub-advisor. A negotiated fixed annual fee rate not exceeding 1.30% may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7250 N. 16th St, Suite 104, Phoenix, AZ, 85020

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History

Regulatory History (1)
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Criminal
March 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brandon is an agent/rep at Sunwest Retirement Consulting, a member of KNH Capital LLC, and an independent insurance agent. He also works as a sales associate at Sunwest Benefits Consulting Inc, a member of Smart Beta 401k LLC and Arcwood Financial LLC, and a retirement plan consultant at Arcwood Consulting.

Employment History
Current Registrations
Arcwood Financial, LLC
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner
April 2007 - October 2016 · 9 yrs 6 mos
United Planners' Financial Services of America a Limited PartnerBroker
January 2007 - December 2018 · 11 yrs 11 mos
United Planners' Financial Services of America a Limited PartnerBroker
December 2006 - December 2006 · 0 mos
AXA Advisors, LLCBroker
January 2006 - January 2007 · 1 yr
United Planners' Financial Services of America a Limited Partner
June 2005 - August 2005 · 2 mos
United Planners' Financial Services of America a Limited PartnerBroker
February 2005 - August 2005 · 6 mos
State Registrations1 state
AZ
Advisor

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Exams
No exam information available for this advisor.
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