DS
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
192 clients
Average Client Portfolio
$440K average
Assets Under Management
$84.6M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,250 - $8,000
Hourly Rate:Up to $225/hr
Financial planning fees range from $1,250 to $8,000 as a flat fee, or $225 per hour. ERISA plan service fees will not exceed 1% annually and are negotiable. Asset management fees are based on a percentage of assets managed (see table). When using the Betterment platform, fees will be no more than 1.50% annually, including Betterment's platform fee of 0.25%. Fees are negotiable.
Areas of Practice
Investment ManagementRetirement PlanningDivorce PlanningEducation PlanningHigh Net Worth
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Advisor Information
Office location
115 S. Church St. Suite D, Grass Valley, CA, 95945
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2024Settled
Employment History
Current Registrations
Arrow Wealth Advisors
December 2017 - Present · 8 yrs 1 mo
Previous Registrations
US Financial Advisors, LLC
January 2012 - November 2017 · 5 yrs 10 mos
LPL Financial LLC
October 2011 - March 2013 · 1 yr 5 mos
LPL Financial LLC Broker
September 2011 - December 2017 · 6 yrs 3 mos
State Registrations3 states
CAFLTX
Advisor
Exams
No exam information available for this advisor.