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Eagleson Arndt Financial Advisors

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Client assets under management

$104,383,041

Clients

154

24% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

77

High

Average account size

$677,812

About

Eagleson Arndt Financial Advisors provides investment management and financial planning to individuals, high‑net‑worth clients, charitable institutions, small businesses, trusts and estates, and also advises clients about retirement plan accounts and rollover options. Services include ongoing portfolio management (primarily allocated to mutual funds) and financial planning that addresses tax, estate, education and employee‑benefit matters.

The firm’s investment approach emphasizes strategic asset allocation based on Modern Portfolio Theory and quantitative analysis, with portfolios constructed to manage downside risk and rebalanced as market conditions or client circumstances require. Portfolios are tailored to each client’s time horizon, tax status, cash flow and risk tolerance, and the firm may exercise discretion over trades and shift assets to cash in extraordinary market conditions.

Distinctive for an independent adviser, the firm offers no‑fee educational workshops to clients and their friends and family and explicitly provides retirement‑plan and rollover guidance, noting its fiduciary duties under ERISA and the Internal Revenue Code when advising on retirement accounts. The brochure also discloses ancillary insurance brokerage activities (advisers may receive commissions for insurance sales) and a recent transition to SEC registration in March 2025, which are operational details prospective clients may consider.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning General tax planning Cash flow / budgeting

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

Maximum 1.25% annually on all assets under management

Commissions

Advisory representatives are licensed insurance agents and may receive commissions on insurance products sold; no advisory fees associated with these insurance products.

Project-based

Financial planning and consulting services at $300 per hour (negotiable).

Other

Fee-only: Financial planning and consulting fees are billed at $300 per hour (negotiable). Prepayment will not exceed $1,200 per client for 6 months or more in advance.

Main office location

Eagleson Arndt Financial Advisors

100 E. Thousand Oaks Blvd, Suite 174

Thousand Oaks CA 91360, United States

Number of offices

1

Most active in

California · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Victoria A

ChFC®, Series 63, Series 65

Thousand Oaks, CA

Eagleson Arndt Financial Advisors

Victoria Arndt is a financial advisor at Eagleson Arndt Financial Advisors with 22 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ms. Arndt has been with Eagleson Arndt Financial Advisors since 2000. In addition to her advisory role, she is licensed as a broker for life, health, and accident insurance with various state Departments of Insurance. Eagleson Arndt Financial Advisors serves individuals, high-net-worth clients, charitable institutions, small businesses, trusts, and estates with investment management and financial planning. The firm’s approach is based on strategic asset allocation guided by Modern Portfolio Theory and quantitative analysis, offering tailored portfolios that consider clients’ time horizons, tax status, cash flow, and risk tolerance.

General retirement planning General tax planning Cash flow / budgeting Founder/Business Owner Retired
user avatar

Jennifer S

CFP®, Series 66

Thousand Oaks, CA

Eagleson Arndt Financial Advisors

Jennifer Strong is a CFP® and holds a Series 66 license, with 12 years of experience in the financial services industry. She currently serves as the sole advisor at Eagleson Arndt Financial Advisors, having previously worked at LPL Financial LLC and Montecito Bank & Trust. Outside of her advisory role, she is a nonprofit board member at the California Lutheran University School of Management. Eagleson Arndt Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable institutions, small businesses, trusts, and estates. The firm’s investment approach focuses on strategic asset allocation based on Modern Portfolio Theory and quantitative analysis, tailoring portfolios to clients’ specific circumstances and managing downside risk.

General retirement planning General tax planning Cash flow / budgeting Founder/Business Owner Retired
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