A
Arcadian Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
38
45% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$0
About
Arcadian Financial Services is a state-registered advisory firm that delivers financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. Its services focus on written financial plans at multiple engagement levels, plus implementation support and hourly planning when clients need limited-scope advice.
The firm does not provide discretionary investment management or custody; investment recommendations are delivered as part of planning engagements and clients implement transactions through their chosen custodians. Arcadian’s advice incorporates fundamental, technical and cyclical analysis and generally favors passive portfolio construction when proposing asset allocations.
Distinctive features include operating as a fee‑only planner that does not charge percentage-of‑AUM fees and does not manage client portfolios, which differs from many peers that offer asset‑based, discretionary management. The firm also documents plans in writing, offers an ongoing maintenance retainer option for clients who want continued access, and accepts direct electronic payment methods as part of its practice.
Client services
Financial planning
Expertise
Social Security optimization
Retirement income strategy
Business ownership considerations
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Standard Financial Check Up Plan: $1,950 to $2,220; Comprehensive Financial Health Plan: $2,950 to $3,500
$250 per hour
Maintenance Financial Wellness Plan: $400 per quarter, billed quarterly in arrears
Fee-only: Financial Planning fees range from $1,950 to $3,500 depending on service complexity; Maintenance plan is $400 per quarter; Hourly fee is $250 per hour.
Main office location
Arcadian Financial Services
San Diego CA, United States
Number of offices
1
Most active in
Arcadian Financial Services has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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