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ARLINGTON WEALTH PLANNING, LLC
Arlington Wealth Planning (AWP) is a Registered Investment Advisor that provides fee-only financial planning, investment management, tax services, and...
Overview
Arlington Wealth Planning (AWP) is a Registered Investment Advisor that provides fee-only financial planning, investment management, tax services, and corporate retirement plans. We subscribe to the holistic financial planning philosophy, taking into consideration your entire financial situation and acting as a fiduciary to determine the course of action that is the best fit for you. For 401ks, we provide 3(38) advisory services, the highest level of fiduciary care available.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Arlington Wealth Planning a fiduciary?
As a registered investment advisor (RIA), Arlington Wealth Planning is bound by the Investment Advisers Act of 1940 to act as a fiduciary, meaning it must prioritize clients' interests above its own. This standard applies to all RIAs or state securities regulators.
What is the minimum account size for Arlington Wealth Planning?
No minimum account size has been publicly stated by the firm. Many wealth management firms targeting high-net-worth clients require a minimum of $500,000 to $1 million in investable assets, but this is unconfirmed for Arlington Wealth Planning.
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