Arcadian Associates provides personal financial planning services on an hourly basis. They work with clients to assess their financial health and address their key concerns, providing a written document outlining best practices and customized action items. They do not manage investments or have retainer agreements, and clients are under no obligation to continue working with the firm.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning on an hourly basis at $400/hour.
- A typical engagement is usually under 4 hours ($1600).
- There is a minimum $400 fee for a first-time client, but Arcadian Associates has discretion to provide services on a sliding scale should the client need that accommodation.
One-Time Plan:$400 - $1,600
Hourly Rate:$400/hr
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