Firm
Arcadian Financial Services
San Diego, California
Fee-only
Arcadian Financial Services at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 38 individual clients, 17 of them high net worth.
- Its ongoing planning fee starts at $1,600 a year, below the California median of $6,000.
- Its hourly rate of $250 is below the California median of $300.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | arcadianfinancials.com |
| Phone | (619) 952-4650 |
Arcadian Financial Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,600 a year |
|---|---|
| One-time plan | From $1,950 |
| Hourly | $250 an hour |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee · Flat fee |
In the firm's words
"hourly planning at a rate of $250/hour is also available" source
"The fee for a Financial CheckUp is $1,950 up to $2,220*" source
"Financial Wellness Program is offered at the rate of $400.00 per quarter, with a minimum one-year agreement." source
"hourly planning at a rate of $250/hour is also available" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 21 |
| High-net-worth clients | 17 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 29, 2026 |
| SEC record | CRD 327149 |