Arrington Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,734,171
Total clients
13
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$671,859
About
Arrington Financial Advisors provides financial planning and discretionary investment management to individuals, trusts, and estates, offering written Asset Allocation, Hallmark, and Targeted plans and ongoing planning arrangements. Investment management concentrates on selecting mutual funds, ETFs and individual stocks and bonds, and planning engagements are described in the brochure as periodic and scope-limited unless the client elects ongoing services.
The firm describes a top-down investment approach that combines active and passive elements, using fundamental, technical and cyclical analysis to tilt portfolios toward either capital appreciation or income objectives. Portfolios are monitored frequently with formal performance review at least quarterly and client meetings or updates offered semiannually for ongoing planning clients.
What is unusual for a small, state-registered advisory practice is that the firm reports relationships beyond typical retail clients — including work with banks, insurance companies, other advisers, charitable and corporate entities, pension/profit-sharing plans, municipal and sovereign-type institutional clients — and it structures advisory compensation with flat, tiered fixed fees for investment management instead of a percentage-of-assets model and does not charge performance-based fees. The firm’s principal holds industry certifications (CFA and CFP) and a long industry tenure, which the brochure notes in the firm’s personnel disclosures.
Client services
Expertise
Fee options
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.
Main office location
Arrington Financial Advisors, LLC
Moorestown NJ, United States
Number of offices
1
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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