Arlington Financial Advisors is a registered investment advisor based in Santa Barbara, California, offering customized portfolio management through a wrap fee program, standalone financial planning, and retirement plan consulting. Arlington Financial Advisors works with individuals, high-net-worth families, trusts, estates, and business entities. The firm utilizes various analytical methods, including fundamental business valuation and environmental, social, and governance analysis, to build diversified, long-term portfolios. As a legally required fiduciary, Arlington Financial Advisors acts solely in the client's best interest.
Fee Structure
Arlington Financial Advisors manages investment portfolios exclusively through a wrap fee program where trading costs are bundled into the program. Specific percentage fee schedules are detailed in the separate Wrap Fee Program Brochure, and the firm does not impose a minimum portfolio size to open an account.