Arrow Alliance
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$54,572,430
Clients
18
72% high-net worth
Advisors
1
of 2 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
18
LowAverage account size
$3,031,802
About
Arrow Alliance provides financial counsel, retirement plan consulting for ERISA and non‑ERISA plan sponsors, and discretionary wealth management on a wrap‑fee basis. The firm reports managing about $54.6 million in discretionary assets for roughly 18 clients and documents its wrap fee program in a separate Wrap Fee Brochure.
The firm follows a goals‑based, long‑term investment approach driven by high‑level asset allocation and a client’s risk tolerance, tax circumstances and liquidity needs, applying macro, fundamental, cyclical and technical analysis. Portfolios may include a broad mix of instruments — mutual funds, ETFs, separately managed accounts, private debt, private equity, real estate, hedge funds and listed options — and the firm may use third‑party managers and conduct periodic portfolio reviews.
Arrow Alliance’s client mix is notably broader than many peers of similar size: in addition to individuals and high‑net‑worth clients, the firm reports serving institutional clients that are uncommon for supported firms, including a sovereign wealth fund, banking or thrift institutions, state or municipal government clients, insurance companies and other investment advisers. That institutional breadth, combined with its role as a wrap‑fee sponsor and its detailed retirement‑plan fiduciary consulting services (IPS preparation, investment monitoring, QDIA advice, benchmarking and participant education), distinguishes its service offering from many supported peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Financial counsel
Expertise
College savings (529s, UTMA, etc.)
Retirement income strategy
Long-term care insurance
Fee options
Financial counsel services charged as monthly fixed fees
Minimum fee: Minimum project fee of $2,500 for financial counsel services Fee-only: Financial counsel monthly fixed fees ranging from $500 to $25,000 per month; Wealth management fees are asset-based (see Wrap Fee Brochure); Retirement plan consulting fees up to 0.5% annually of plan assets, negotiable
Main office location
Arrow Alliance
6700 Tower Circle, Suite 360
Franklin TN 37067, United States
Number of offices
2
Most active in
Arrow Alliance has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
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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