Advisor at Arrington Financial Advisors, LLC
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Firm
Arrington Financial Advisors, LLC
Location
Moorestown, NJ
Credentials
CFP®, CFA®, Series 65
Industry experience
17 years
Phyllis Storms is a financial advisor at Arrington Financial Advisors, LLC with 17 years of industry experience. She holds the CFP®, CFA®, and Series 65 designations and has worked at Touchstone Financial Advisors since 2011. Arrington Financial Advisors provides financial planning and discretionary investment management to individuals, trusts, and estates. The firm employs a top-down investment approach combining active and passive strategies, serving a diverse client base including retail, institutional, and charitable entities.
Based on Arrington Financial Advisors, LLC
Financial planning flat fees: Asset Allocation Plan $500-$2,000; Hallmark Plan $1,000-$5,000; Targeted Plan $750-$2,500.
$0 - $250,000: ETF- and Mutual Fund-Only Portfolios: $625 per year flat fee $250,001 - $500,000: ETF- and Mutual Fund-Only Portfolios: $1,250 per year flat fee $500,001 - $750,000: ETF- and Mutual Fund-Only Portfolios: $1,875 per year flat fee $750,001 - $1,000,000: ETF- and Mutual Fund-Only Portfolios: $2,500 per year flat fee $0 - $250,000: Combination Portfolio (ETFs, Mutual Funds and Individual Stocks): $950 per year flat fee $250,001 - $500,000: Combination Portfolio: $1,900 per year flat fee $500,001 - $750,000: Combination Portfolio: $2,850 per year flat fee $750,001 - $1,000,000: Combination Portfolio: $3,800 per year flat fee $0 - $250,000: Individual Securities Portfolio: $1,250 per year flat fee $250,001 - $500,000: Individual Securities Portfolio: $2,500 per year flat fee $500,001 - $750,000: Individual Securities Portfolio: $3,750 per year flat fee $750,001 - $1,000,000: Individual Securities Portfolio: $5,000 per year flat fee
Hourly fees for financial planning services are charged, minimum 2 hours billed, with total fees not to exceed plan maximums.
Ongoing financial planning fees ranging from $375 to $3,750 annually, billed quarterly in advance.
Account minimum: $50,000 Minimum fee: Minimum annual fee of $625 Fee-only: Flat fees for financial planning services ranging from $500 to $5,000 depending on plan type; ongoing financial planning fees range from $375 to $3,750 annually.
Moorestown, NJ
New Jersey
Touchstone Financial Advisors
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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De Cesare Retirement Specialists
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