Arrington Financial Advisors is a state-registered registered investment advisor founded in 2011 and based in Moorestown, New Jersey. The firm offers personalized financial planning—including Asset Allocation, Hallmark, and Targeted financial plans—alongside investment management services on a discretionary basis. Investment management focuses on mutual funds, exchange-traded funds, and individual stocks and bonds. The founder, Inez Storms, holds the Chartered Financial Analyst and Certified Financial Planner designations and has decades of industry experience. The firm serves individuals, trusts, and estates, tailoring recommendations to each client's specific financial situation, goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $500K | 0.50% |
| $500K - $750K | 0.50% |
| $750K - $1.0M | 0.50% |
| $1M+ | 0.50% |
Fees vary based on portfolio type (mutual fund/exchange-traded fund only, combination, or individual securities). The schedule reflects the lowest tier starting rate (mutual fund and exchange-traded fund only portfolio).