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Firm

Arrow Wealth Advisors

Lynchburg, Virginia

Fee-only

Arrow Wealth Advisors at a glance

  • One of 305 fee-only firms based in Virginia in the Wellspent graph.
  • 2 advisors are listed here; all hold the CFP.
  • Its Form ADV reports 2 employees and 197 individual clients, 44 of them high net worth.
  • Its average account is about $235,000 (assets it manages divided by its 516 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Based inLynchburg, Virginia
Websitearrowwealthadvisors.com
Email[email protected]
Phone(210) 541-9967

Arrow Wealth Advisors fees

Arrow Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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 byPercentage of assets · Hourly · Fixed fees
Assets managed$121 million
Individual clients153
High-net-worth clients44
Accounts managed516
Employees2
Planning clients101-250
Registered withThe SEC (801-136801)
Financial planningOffered
Form ADV filedAugust 28, 2026
SEC recordCRD 290853

Advisors at this firm (2)