Updated:
Arch Financial Planning, LLC
Arch Financial Planning is an independent, employee-owned registered investment adviser and fee-only fiduciary firm. It provides comprehensive financial...
Overview
Arch Financial Planning is an independent, employee-owned registered investment adviser and fee-only fiduciary firm. It provides comprehensive financial planning, tax planning, and investment management for retirees and pre-retirees with $1M+ who want a clear retirement income plan. The firm also works with business owners, high-income professionals, and families, coordinating investments with retirement, tax, and estate planning.
General information
Firm type
RIA
Location
Country
United States
City
Athens
Principals
Cecil Staton
CFP® — Founder & Wealth Advisor
Cecil Staton
CFP® — Founder of Arch Financial Planning
Sector focus
Frequently asked questions
Is Arch Financial Planning a fiduciary?
As a registered investment advisor under the Investment Advisers Act of 1940, Arch Financial Planning is held to a fiduciary standard requiring it to act in clients' best interests. This duty covers all advisory services, including portfolio management and financial planning. The firm is legally obligated to disclose any conflicts of interest in its Form ADV.
How does Arch Financial Planning charge for its services?
Fee structures for RIAs like Arch Financial Planning commonly include a percentage of assets under management (AUM), a flat retainer, hourly billing, or a combination. Without a public fee schedule, the exact model is unknown. Most RIAs disclose fees in their Form ADV, Part 2, filed with the SEC or state regulator.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Arch Financial Planning, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.