Advisor at Arsenal 401K Advisors
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Stephen Loderick is a financial advisor at Arsenal 401K Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked with Arsenal Financial Group LLC and The Leaders Group Inc during his career. He is also the founder and CEO of Arsenal Wealth Advisors, a financial planning service in Bluffton, SC. Arsenal 401K Advisors primarily serves retirement plan sponsors by providing benefit plan consulting, plan management services, and participant education workshops. The firm operates under ERISA frameworks and typically implements investment programs by recommending or co-advising with third-party managers rather than directly managing client portfolios.
Based on Arsenal 401K Advisors
Based on Arsenal 401K Advisors
Fixed fees for consulting and plan management services ranging from $2,000 to $25,000 per year; fixed fees for financial planning from $500 to $2,500
$0+: 0.40% to 1.90% annually (third-party investment management program fees range) $0+: 0.20% to 1.25% annually (portion of advisory fee received by Arsenal 401K Advisors)
Up to $200 per hour for financial planning services
Minimum fee: Fixed fees typically ranging from $2,000 up to $25,000 per year for Arsenal 401K Advisors consulting and plan management services Fee-only: Fixed fees for financial planning services from $500 to $2,500; hourly fees up to $200/hour
Bluffton, SC
South Carolina · Virginia
Arsenal Financial Group LLC
2025 - Present (1 year)
The Leaders Group Inc
2014 - Present (12 years)
Arsenal Financial Group LLC
2014 - 2025 (11 years)
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