Allison Meier
Arlington Financial Advisors · Santa Barbara, California
Allison Meier is a fee-only financial advisor at Arlington Financial Advisors in Santa Barbara, California, who holds the CFP credential. Allison focuses on estate & legacy planning, small business owners and family wealth transfer. Arlington Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Divorced individuals
- Tech employees
- Multi-generational families
Facts
| Firm | Arlington Financial Advisors |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.24B across 2,575 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6674406 |
| Exams passed | Series 66 (2018) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.arlingtonfinancialadvisors.com |
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Questions about Allison
Is Allison Meier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Arlington Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison's firm, Arlington Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allison Meier based?
Allison Meier is based in Santa Barbara, California.
What does Allison specialize in?
Allison's specialties include estate & legacy planning, small business owners, family wealth transfer, real estate investors and retirement planning. Allison works with retirees, divorced individuals, tech employees and multi-generational families.
What credentials does Allison Meier hold?
Allison Meier holds the CFP credential.
Is Allison Meier registered with the SEC?
Yes. Allison Meier is registered as an investment adviser representative in CA (CRD 6674406), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arlington Financial Advisors manage?
Arlington Financial Advisors reports $1.24B across 2,575 accounts in assets under management.
How do I contact Allison Meier?
Through Allison's website, www.arlingtonfinancialadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Arlington Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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