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Arbogast Financial Advisors, LLC

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Client assets under management

$50,774,227

Clients

79

14% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

40

Low

Average account size

$642,712

About

Arbogast Financial Advisors, LLC provides portfolio management and financial planning services to individual clients, including high‑net‑worth individuals. The firm offers both discretionary and non‑discretionary management and may place client assets with independent third‑party portfolio managers when appropriate.

Its investment approach emphasizes diversified allocations across equities, mutual funds, ETFs and occasional fixed‑income instruments, drawing on both fundamental and technical analysis and asset‑allocation frameworks (including modern portfolio theory and tactical adjustments) to align portfolios with each client’s time horizon and risk tolerance. The firm prepares written investment policy statements on request, conducts ongoing monitoring of accounts, and reviews the performance of any recommended portfolio managers.

What distinguishes the firm is its affiliation with an accounting practice and the fact that a firm principal also operates a CPA firm and holds insurance licensing, allowing for coordinated tax and financial planning and facilitated referrals to other professionals; these relationships and potential conflicts are disclosed in the firm brochure. As a small, supported adviser (two advisors, roughly 76 clients and about $48 million in assets), the firm combines hands‑on planning with oversight of outside portfolio managers and integrated accounting coordination.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Wealth management Cash flow / budgeting Business succession planning Long-term care insurance

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning flat fees ranging from $500 to $10,000 for comprehensive plans; fixed fee introductory meeting up to $500

Percentage

$0 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually Over $1,000,000+: 1.25% annually

Commissions

Insurance commissions may be earned by the principal when selling insurance products, separate from advisory fees

Project-based

Hourly fees up to $250 per hour for modular financial planning

Other

Account minimum: $50,000 minimum initial investment for managed accounts (waivable) Fee-only: Portfolio management fees on tiered AUM basis; financial planning flat fees and hourly fees; no commissions for advisory fees

Main office location

Arbogast Financial Advisors, LLC

108 West New Haven Avenue

Melbourne FL 32901, United States

Number of offices

1

Most active in

More info

Florida

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 321-723-5480

Advisors at this firm

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Daniel A

Series 65

Melbourne, FL

Arbogast Financial Advisors, LLC

Daniel Arbogast is a Series 65-licensed financial advisor with two years of industry experience. He is affiliated with Arbogast Financial Advisors, LLC, where he has worked since 2021. In addition to his advisory role, he is associated with Michael L. Arbogast, CPA, PA, an accounting practice. Arbogast Financial Advisors, LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diversified investment approach using equities, mutual funds, ETFs, and fixed-income instruments, integrating both fundamental and technical analysis, and coordinates financial planning with accounting services through its affiliation with a CPA firm.

General retirement planning Wealth management Cash flow / budgeting Business succession planning Long-term care insurance Founder/Business Owner Retired
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Michael A

CFP®, Series 65

Melbourne, FL

Arbogast Financial Advisors, LLC

Michael Arbogast is a CFP® and Series 65-registered advisor with 28 years of industry experience. He is the principal of Arbogast Financial Advisors, LLC, based in Melbourne, FL, and also owns and operates a CPA firm providing tax preparation and small business accounting services. His background includes operating the Integrity Plus Church Accounting System, LLC from 2004 to 2016. Arbogast Financial Advisors, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes diversified investment strategies and integrates accounting and tax planning through its affiliation with the principal’s CPA practice.

General retirement planning Wealth management Cash flow / budgeting Business succession planning Long-term care insurance Founder/Business Owner Retired
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