Allison Vanaski
Advisor at Arcadia Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Arcadia Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arcadia Wealth Management
Location
Smithtown, NY 11787
Credentials
CFP®, Series 63
Industry experience
4 years
Allison Vanaski is a CFP® with four years of industry experience, currently serving as an advisor at Arcadia Wealth Management. She has been with the firm since 2012 and holds a Series 63 license. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages globally diversified, balanced portfolios with an investment approach based on market efficiency and academic research, specializing in small-company and value factor tilts using Dimensional Fund Advisors and Schwab mutual funds.
Based on Arcadia Wealth Management
Based on Arcadia Wealth Management
$0+: 2.00% annually +: 0.50% annually
$250 per hour for financial planning services.
Account minimum: $500,000 Fee-only: Investment advisory fees range from 0.50% to 2.00% annually based on assets under management and other factors; fees are negotiable.
10 Edgewood Avenue
Smithtown, NY 11787
New York · Texas
Arcadia Wealth Management Corporation
2012 - Present (14 years)
Paragon Capital Management Corporation
2012 - 2017 (5 years)
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