Arcadian Associates is a fee-only financial planning firm based in Napa, California, led by founder and Certified Financial Planner Eileen Loustau. The firm specializes in personal financial planning on an hourly basis, helping clients evaluate their holistic financial health and address key concerns. Services cover cash flow analysis, debt management, budgeting, investment planning, risk management, tax planning strategies, pre-retirement planning, education planning, and home buying or selling strategies. Arcadian Associates does not manage investment portfolios, take custody of client assets, recommend specific brokerage firms or custodians, or participate in wrap fee programs. Clients work directly with the firm on an as-needed basis, typically engaging for check-ins once a year, and remain entirely self-directed with no obligation to act on recommendations.
Fee Structure
- Hourly financial planning — $400 per hour, with a typical engagement lasting under 4 hours (around $1,600) depending on the complexity of your situation. Includes an assessment of your financial health, written best practices, customized action items, and optionally a detailed retirement forecast or portfolio analysis.