John Lorenz
Arlington Financial Advisors · Santa Barbara, California
John Lorenz is a fee-only financial advisor at Arlington Financial Advisors in Santa Barbara, California. John 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 |
| SEC registration | Investment adviser representative in CA · CRD 1940578 |
| Exams passed | Series 63 (2004) · Series 65 (1996) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.arlingtonfinancialadvisors.com |
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Questions about John
Is John Lorenz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Arlington Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Lorenz based?
John Lorenz is based in Santa Barbara, California.
What does John specialize in?
John's specialties include estate & legacy planning, small business owners, family wealth transfer, real estate investors and retirement planning. John works with retirees, divorced individuals, tech employees and multi-generational families.
Is John Lorenz registered with the SEC?
Yes. John Lorenz is registered as an investment adviser representative in CA (CRD 1940578), 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 John Lorenz?
Through John'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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