Joseph Harding is a registered investment advisor at Arcadia Wealth LLC, based in Phoenix, AZ, with 5 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, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
1430 E Missouri Ave, Suite B269, Phoenix, AZ, 85014
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 →Other Business Activities
Joseph serves as Treasurer and Assistant Treasurer for Phoenix United Reformed Church since 2019, managing the church budget and financials. This requires about 10-20% of his time, with a few hours per week during trading hours.
Employment History
Current Registrations
Arcadia Wealth LLC
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.