Gary Dolbashian
Arnold Investment Group · Phoenixville, Pennsylvania
Gary Dolbashian is a fee-only financial advisor at Arnold Investment Group in Phoenixville, Pennsylvania, who holds the ChFC credential. Arnold Investment Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Arnold Investment Group |
|---|---|
| Based in | Phoenixville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $78.2M across 86 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in PA · CRD 5870439 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Gary's firm compares
- Arnold Investment Group's average account is about $909,000, from its Form ADV (assets managed divided by 86 accounts).
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Questions about Gary
Is Gary Dolbashian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Arnold Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Arnold Investment Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Gary Dolbashian based?
Gary Dolbashian is based in Phoenixville, Pennsylvania.
What credentials does Gary Dolbashian hold?
Gary Dolbashian holds the ChFC credential.
Is Gary Dolbashian registered with the SEC?
Yes. Gary Dolbashian is registered as an investment adviser representative in PA (CRD 5870439), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arnold Investment Group manage?
Arnold Investment Group reports $78.2M across 86 accounts in assets under management.
How do I contact Gary Dolbashian?
Contact details aren't on file yet. Search for Arnold Investment Group.
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
- 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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