Arcadia Wealth Management

Retirement Planning Firm in Smithtown, NY

Firm Info
Address: 10 Edgewood Ave, Smithtown, NY 11787, USA
Phone: (631) 549-5400

Firm Size
Assets Under Management: $213 million
# of Advisors: 7
# of Clients: 1,437
Client to Advisor Ratio: 205:1
Average Account Size: $148,197
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Arcadia Wealth Management, LLC Overview

Arcadia Wealth Management, LLC is a fee-only registered investment advisory firm that has been in business since 2021 and is headquartered in Manchester, NH. As an investment advice only firm, they do not receive commissions or incentives for selling certain products, ensuring that their advice is unbiased and aligned with their clients' interests. Through their financial planning services, Arcadia Wealth Management helps clients develop a comprehensive plan that addresses their current financial situation and future goals. This includes analyzing income and expenses, creating a budget, and providing personalized recommendations for investments, insurance, and retirement. For individuals and small businesses, Arcadia Wealth Management offers portfolio management services that aim to optimize their investment portfolio for the best risk-to-return ratio. They also offer pension consulting services to assist clients in developing retirement plans and strategies that maximize their Social Security benefits, employee benefits, and other forms of retirement income. In addition to their primary services, Arcadia Wealth Management offers a unique service of selecting other advisors for clients who require specialized advice in areas such as tax planning, estate planning, or real estate. They also provide educational seminars and workshops to help their clients learn more about financial planning and investing.

, fixed fees, hourly fees, performance-based fees, and commission-based fees are some of the fee structures available at Arcadia Wealth Management, LLC. Depending on the financial services rendered, each fee structure is carefully tailored to the client's expectations and requirements. Arcadia Wealth Management serves a diverse group of clients that includes individuals looking for personalized financial advice, high net worth individuals who require customized wealth management solutions, and institution-based clients such as pension or profit sharing plans. The firm's services include investment management, retirement planning, tax planning, estate planning, risk management, and financial planning. Regardless of the client type or service provided, Arcadia Wealth Management strives to deliver objective, high-quality financial solutions that meet the unique needs of each client. Their transparent fee structures provide clients the confidence and peace of mind of knowing exactly how much they'll pay for the services they received. With a team of financial advisors possessing a wealth of expertise and experience, Arcadia Wealth Management stands out as a trusted and reliable partner for clients seeking exceptional financial advice and guidance.

Typical Clients, Fee Structures & Investment Minimum

According to ARCADIA WEALTH MANAGEMENT, LLC's Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Smithtown, NY Residents

Arcadia Wealth Management is a full-service financial planning and investment management firm that assists clients in Smithtown, NY in achieving their financial goals. The firm offers a range of services that cater to the unique financial situations of residents in Smithtown. For example, they can help clients with retirement planning, tax planning, risk management, estate planning, and investment management. Arcadia Wealth Management can also assist business owners in Smithtown with succession planning and business consulting services. Smithtown, NY is home to a diverse population with varying financial situations. Some people may be preparing to retire and need help creating a retirement plan that will ensure their financial security. Others may be looking to grow their wealth through investments or seeking assistance with tax planning. Additionally, small business owners in Smithtown may require assistance in managing and growing their businesses. Arcadia Wealth Management offers personalized solutions to meet the unique needs of each client and help them achieve their financial goals.


Services Offered by Arcadia Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Arcadia Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 10 Edgewood Ave, Smithtown, NY 11787, USA
Phone (631) 549-5400
Opening Hours
  • Mon 9 AM–5:30 PM
  • Tue 9 AM–5:30 PM
  • Wed 9 AM–5:30 PM
  • Thu 9 AM–5:30 PM
  • Fri 9 AM–5:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 155 DOW STREET, SUITE 301, MANCHESTER, NH 3101, United States

This firm has no other locations.

State Registrations

Arcadia Wealth Management, LLC is registered to service clients in the following states:

  • Florida
  • Massachusetts
  • New Hampshire
  • South Carolina
  • Texas

Disciplinary History

Arcadia Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.