# Allison Vanaski

> Allison Vanaski is a fee-only financial advisor at Arcadia Wealth Management in New York, New York, who holds the CFP credential. Allison focuses on founders (pre-exit), divorce financial planning and retirement planning. Arcadia Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/allison-vanaski/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Arcadia Wealth Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $383.6M across 924 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Divorce financial planning, Retirement planning, Family wealth transfer
- **Works with:** Multi-generational families, Mid-life transitions, Retirees
- **CRD:** 4830183 (https://adviserinfo.sec.gov/individual/summary/4830183)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (2006)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://arcadiawm.com

## Frequently asked questions

### Is Allison Vanaski a fee-only financial advisor?

Yes. Allison Vanaski is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Allison's firm.

### How does Allison Vanaski charge for financial advice?

Allison's firm, Arcadia Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Allison Vanaski based?

Allison Vanaski is based in New York, New York.

### What does Allison Vanaski specialize in?

Allison Vanaski's specialties include founders (pre-exit), divorce financial planning, retirement planning and family wealth transfer. Allison works with multi-generational families, mid-life transitions and retirees.

### What credentials does Allison Vanaski hold?

Allison Vanaski holds the CFP credential.

### Is Allison Vanaski registered with the SEC?

Yes. Allison Vanaski is registered as an investment adviser representative in NY and TX (CRD 4830183), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Arcadia Wealth Management manage?

Arcadia Wealth Management reports $383.6M across 924 accounts in assets under management.

### How do I contact Allison Vanaski?

Through Allison Vanaski's website, arcadiawm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38327): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://arcadiawm.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.