Advisor at Arkadios Wealth Advisors
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
Arkadios Wealth Advisors
Location
Walla Walla, WA 99362
Credentials
Series 63, Series 65
Industry experience
22 years
Based on Arkadios Wealth Advisors
Based on Arkadios Wealth Advisors
Financial planning fixed fees ranging from $250 to $15,000
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001+: 1.50%
Hourly rates ranging from $50 to $500 per hour for financial planning/consulting
Account minimum: $10,000 Minimum fee: $10.42 monthly minimum fee for clients at NFS Fee-only: Financial planning fixed fees ranging from $250 to $15,000; hourly rates from $50 to $500 per hour
30 W. Main St. 302
Walla Walla, WA 99362
Washington
Arkadios Wealth Advisors
2025 - Present (1 year)
Arkadios Capital
2025 - Present (1 year)
Compass Financial Services
2021 - Present (5 years)
Commonwealth Financial Network
2021 - 2025 (4 years)
LPL Financial
2020 - 2021 (1 year)
E.K. Riley Investments
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Walla Walla, WA
Walla Walla Wealth Advisors
Series 65
Walla Walla, WA
Walla Walla Wealth Advisors
Series 65
Walla Walla, WA
Advisory Alpha, LLC
Series 63, Series 65
Walla Walla, WA
CWM, LLC
Series 63, Series 66
Walla Walla, WA
Osaic Advisory Services, LLC
Series 63, Series 65
Walla Walla, WA
Cetera
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")