Arcadian Financial Services provides financial planning services to individuals, high net-worth individuals, charitable organizations, and corporations. Arcadian offers three levels of financial planning: Standard (Financial Check Up Plan), Comprehensive (Financial Health Plan), and Maintenance (Financial Wellness Plan). Hourly services are also available for specific financial needs. Arcadian does not provide investment management services, but may make investment recommendations as part of the financial planning service.
Fee Structure
Arcadian offers an ongoing financial planning service called the Financial Wellness Plan. This service costs $400 per quarter and includes continuous access to a planner who will update and monitor your plan. There will be a full annual review to ensure the plan is still appropriate and aligned with your goals.
- Financial Check Up Plan — $1,950.00 to $2,220.00, a detailed assessment of your current financial situation with a focus on near-term goals. Includes a health check report card, written recommendations, retirement projections, portfolio review, and asset allocation.
- Financial Health Plan — $2,950.00 to $3,500.00, a collaborative process focused on maximizing your potential for meeting life goals. Includes a health check report card, retirement scenario planning, spending plan, cash flow projections, a written plan with recommendations, asset allocation, and tax planning strategies.
- Hourly Financial Planning — $250.00 per hour for specific financial needs that don't require a full financial plan.