Allison Vanaski
Arcadia Wealth Management · New York, New York
Allison Vanaski is a fee-only financial advisor at Arcadia Wealth Management in New York, New York, who holds the CFP credential.
- $384M
- Firm assets managed
- $415,000
- Firm's average account
- 2006
- First securities exam
What Allison focuses on
Who Allison works with
- Multi-generational families
- Mid-life transitions
- Retirees
How does Allison's firm compare?
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Arcadia Wealth Management's average account is about $415,000, from its Form ADV (assets managed divided by 924 accounts).
Questions about Allison
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Arcadia Wealth Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $383.6M across 924 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 4830183 |
| Exams passed | Series 63 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | arcadiawm.com |
| Profile |
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Other fee-only advisors in New York
Other advisors in New York who focus on founders (pre-exit)
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Arcadia Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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