Arch Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 321159
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.31%
- Individuals31.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Arch Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients and acts as a capital allocator for client portfolios. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Arch does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Cecil Staton
FounderCRD 6794724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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