Michael Stern
Arlington Investment Advisors · Arlington, Massachusetts
Michael Stern is a fee-only financial advisor at Arlington Investment Advisors in Arlington, Massachusetts. Michael charges a percentage of assets and a one-time planning fee (one-time plans from $1,695 and 0.65% a year on the first tier of assets managed) and focuses on retirement planning, sustainable & impact investing and small business owners.
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Specialties
Facts
| Firm | Arlington Investment Advisors |
|---|---|
| Based in | Arlington, Massachusetts |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,695 · 0.65% a year on the first tier of assets managed · Typically works with clients with $350,000 or more |
| Assets under management | $24.0M across 99 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2192058 |
| Exams passed | Series 63 (1992) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.arlingtoninvest.com |
| Profile |
How Michael's firm compares
- A one-time plan starts at $1,695, below the Massachusetts median of $3,000 for fee-only firms that publish prices.
- Arlington Investment Advisors's average account is about $242,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Michael
Is Michael Stern a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Arlington Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael charges a percentage of assets and a one-time planning fee.
How much does Michael charge?
According to Arlington Investment Advisors's website, checked October 30, 2026: one-time plans from $1,695; 0.65% a year on the first tier of assets managed; typically works with clients with $350,000 or more.
Where is Michael Stern based?
Michael Stern is based in Arlington, Massachusetts.
What does Michael specialize in?
Michael's specialties include retirement planning, sustainable & impact investing and small business owners.
Is Michael Stern registered with the SEC?
Yes. Michael Stern is registered as an investment adviser representative in MA (CRD 2192058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arlington Investment Advisors manage?
Arlington Investment Advisors reports $24.0M across 99 accounts in assets under management.
How do I contact Michael Stern?
Through Michael's website, www.arlingtoninvest.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 Investment 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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