Arcadia Investment Advisors, LLC

Updated today

Find your advisor

Client assets under management

$327,940,821

Clients

266

44% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,232,860

About

Arcadia Investment Advisors serves individual investors, families, trusts, pension plans and non-profits, and delivers discretionary portfolio management alongside retirement planning and ongoing financial analysis across multiple account types. The firm is fee-only and charges asset-based advisory fees rather than commissions.

The firm’s investment approach is guided by academic theory and emphasizes strategic asset allocation, low-cost mutual funds and ETFs, and tax-aware portfolio construction; allocation decisions are driven by clients’ cash-flow needs and tolerance for variability. Arcadia manages portfolios holistically across account types, monitors performance regularly, and incorporates tax-management practices such as loss harvesting and Roth conversion analysis.

Distinctive features include a small, multigenerational advisory team of three professionals overseeing approximately $346 million in client assets, resulting in an unusually high assets-per-advisor ratio relative to peers. Arcadia documents its fiduciary process for retirement rollovers (including an alternative educational approach), declines to vote client proxies on behalf of accounts, and operates with custodial arrangements that include direct fee deduction and standing letters of authorization — all points prospective clients may want to consider.

Client services

Portfolio management

Expertise

General retirement planning Tax-loss harvesting Roth conversion strategy

Fee options

Fixed

Flat fee of $21,000/year for clients with billable AUM over $5 million

Percentage

$0 - $1,000,000: 1.0% annual fee for management of equities up to $1,000,000 and 0.3% for fixed income $1,000,001 - $5,000,000: 0.9% annual fee for management of equities up to $1,000,000 and 0.3% annual fee for equities in excess of $1,000,000; 0.3% annual fee for all fixed-income investments

Other

Account minimum: $100,000 Minimum fee: Flat fee of $21,000/year for clients with billable AUM over $5 million Fee-only: Fees only; no commissions or other compensation from third parties

Main office location

Arcadia Investment Advisors, LLC

1028 S. Bridgeway Place, Suite 100

Eagle ID 83616-6095, United States

Number of offices

Most active in

California · Idaho · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 208-342-7758

Advisors at this firm

Richard T

Series 65

Portland, OR

Arcadia Investment Advisors, LLC

Richard Teutsch is a financial advisor at Arcadia Investment Advisors, LLC in Portland, OR, with 30 years of industry experience. He holds a Series 65 license and has been with Arcadia Financial Group since 1996. Arcadia Investment Advisors provides discretionary investment management and retirement-planning services primarily to individuals and families. The firm emphasizes asset allocation to build tax-efficient, low-cost, and well-diversified portfolios using mutual funds and ETFs, managing client assets at the portfolio or household level.

General retirement planning Tax-loss harvesting Roth conversion strategy

Howard T

Series 65

Boise, ID

Arcadia Investment Advisors, LLC

Howard Teutsch is a Series 65-licensed advisor with 18 years of industry experience. He has been with Arcadia Investment Advisors, LLC since 2007. Arcadia Investment Advisors provides discretionary investment management and retirement-planning services primarily to individuals and families. The firm emphasizes asset allocation to build tax-efficient, low-cost, diversified portfolios using mutual funds and ETFs, and manages client assets at the household level to reduce trading and tax impact.

General retirement planning Tax-loss harvesting Roth conversion strategy

Trevor T

Series 65

Eagle, ID

Arcadia Investment Advisors, LLC

Trevor Teutsch is a financial advisor at Arcadia Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at RescueStat LLC and Cobalt Truck Equipment. Arcadia Investment Advisors provides discretionary investment management and retirement-planning services primarily to individuals and families. The firm focuses on tax-efficient, low-cost, well-diversified portfolios guided by academic theory and manages client assets with continuous monitoring and biannual reviews.

General retirement planning Tax-loss harvesting Roth conversion strategy

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support