Arkenstone Financial is a registered investment advisor based in Monument, Colorado, offering asset management, financial planning and consulting, and retirement plan consulting. Founded in 2001, the firm is owned by Paul Lundeen and Shayne Momber. For investment management, Arkenstone Financial offers asset management exclusively through wrap fee programs, meaning clients pay a bundled fee that covers both advisory services and trading execution costs. In addition to portfolio management, Arkenstone Financial provides personalized financial planning and consulting covering retirement, estate, tax, insurance, real estate, and business planning. The firm also assists employer plan sponsors with establishing and reviewing participant-directed retirement plans.
Fee Structure
Arkenstone Financial offers investment management exclusively through wrap fee programs, where clients pay a bundled fee that covers both advisory services and trading costs. Detailed fee schedules for the wrap fee program are available in Arkenstone Financial's separate Wrap Fee Program Brochure.