# ARLINGTON WEALTH PLANNING, LLC

ARLINGTON WEALTH PLANNING, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://arlingtonwealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/arlington-wealth-planning-llc

## Regulatory record

- **CRD number:** 289946
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289946

## About

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.

## 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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Last updated: 2026-08-14T12:30:00.000Z

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