Firm
Arlington Investment Advisors
Arlington, Massachusetts
Fee-only
Arlington Investment Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 41 individual clients.
- Its average account is about $242,000 (assets it manages divided by its 99 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Arlington, Massachusetts |
|---|---|
| Website | arlingtoninvest.com |
| Phone | (781) 355-6880 |
Arlington Investment Advisors 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.
| One-time plan | From $1,695 |
|---|---|
| Asset-based fee | 0.65% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Financial Plans typically start at $1,695.00" source
"Arlington Investment Advisors charges .65% on assets for which the firm is providing regular and ongoing investment management services." source
"Our Investment Advisory clients typically have investments of $350,000 or more with the firm." source
"Arlington Investment Advisors charges .65% on assets for which the firm is providing regular and ongoing investment management services." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $24 million |
| Individual clients | 41 |
| Accounts managed | 99 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 292896 |