Jeff Arber
Triple Play Planning, LLC · Amherst, New York
Jeff Arber is a fee-only financial advisor at Triple Play Planning, LLC in Amherst, New York, who holds the CFP and MBA credentials. Triple Play Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Triple Play Planning, LLC |
|---|---|
| Based in | Amherst, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.4M across 48 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NY · CRD 5647525 |
| Exams passed | Series 63 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jeff's firm compares
- Triple Play Planning, LLC's average account is about $174,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Jeff
Is Jeff Arber a fee-only financial advisor?
Yes. Jeff Arber is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeff's firm.
How does Jeff charge for financial advice?
Jeff's firm, Triple Play Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeff Arber based?
Jeff Arber is based in Amherst, New York.
What credentials does Jeff Arber hold?
Jeff Arber holds the CFP and MBA credentials.
Is Jeff Arber registered with the SEC?
Yes. Jeff Arber is registered as an investment adviser representative in NY (CRD 5647525), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Triple Play Planning, LLC manage?
Triple Play Planning, LLC reports $8.4M across 48 accounts in assets under management.
How do I contact Jeff Arber?
Contact details aren't on file yet. Search for Triple Play Planning, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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