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Advisor

Lori Eisel

Arcadia Financial Partners · Pickerington, Ohio

Lori Eisel is a fee-only financial advisor at Arcadia Financial Partners in Pickerington, Ohio, who holds the CDFA, CFP and EA credentials. Lori charges hourly fees and a flat fee or retainer and focuses on divorce financial planning, estate & legacy planning and tax planning.

HourlyFlat fee or retainer Fee-only CDFACFPEAMS

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Specialties

Who they serve

  • Divorced individuals

Facts

FirmArcadia Financial Partners
Based in Pickerington, Ohio
Fee modelHourly · Flat fee or retainer
CredentialsCDFA · CFP · EA · MS
SEC registration Investment adviser representative in OH · CRD 3037765
Firm size1 employee
Disclosures None reported
Websitearcadiafp.com

Request an introduction to Lori

Tell Lori a little about what you're looking for. Lori isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Lori

Is Lori Eisel a fee-only financial advisor?

Yes. Lori Eisel 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 Lori's firm.

How does Lori charge for financial advice?

Lori charges hourly fees and a flat fee or retainer.

Where is Lori Eisel based?

Lori Eisel is based in Pickerington, Ohio.

What does Lori specialize in?

Lori's specialties include divorce financial planning, estate & legacy planning and tax planning. Lori works with divorced individuals.

What credentials does Lori Eisel hold?

Lori Eisel holds the CDFA, CFP, EA and MS credentials.

Is Lori Eisel registered with the SEC?

Yes. Lori Eisel is registered as an investment adviser representative in OH (CRD 3037765), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How do I contact Lori Eisel?

Through Lori's website, arcadiafp.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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