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How does the advisor help clients – Key Takeaways:
ARKENSTONE FINANCIAL, LLC is a trusted and experienced financial firm that provides valuable advice and guidance to clients in managing their financial needs. They specialize in creating customized financial plans and strategies to help clients achieve their financial goals.
Their team of financial experts is dedicated to providing exceptional services and personalized solutions to each client, catering to their unique financial needs and circumstances. By understanding their clients’ financial goals and risk profile, ARKENSTONE FINANCIAL, LLC is able to provide tailored recommendations and help clients make informed decisions.
Facts and Insights
According to InvestmentNews, ARKENSTONE FINANCIAL, LLC has been recognized as one of the top fee-only independent investment advisors in the nation for the fourth consecutive year. This recognition highlights their commitment to providing exceptional services and delivering value to their clients.
The firm follows a holistic approach to financial planning, taking into account all aspects of their clients’ financial lives, including retirement planning, investment management, estate planning, tax planning, insurance, and more. This comprehensive approach allows clients to have peace of mind and confidence in their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Financial Services Offered
ARKENSTONE FINANCIAL, LLC offers a wide range of financial services to individuals, families, and small businesses. Some of their key services include:
- Customized Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Small Business Solutions
Client Types
The firm caters to a diverse group of clients, including high net worth individuals, retirees, business owners, and young professionals. They understand that each client has unique financial needs and goals, and they are committed to providing tailored solutions for every client.
Fees & Compensation
ARKENSTONE FINANCIAL, LLC follows a fee-only structure, meaning they do not earn commission or receive any form of compensation from the investments or products they recommend. This ensures that their recommendations are solely based on the client’s best interest, without any conflict of interest.
The firm charges a percentage of assets under management as their fee, and their rates are discussed and agreed upon with the client prior to engaging their services. This transparent fee structure allows clients to have a clear understanding of the costs involved.
Background
ARKENSTONE FINANCIAL, LLC was founded in 2011 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. He holds several prestigious certifications and has a strong track record of helping clients achieve their financial goals.
The firm is headquartered in New York City, but they serve clients nationwide, leveraging technology and virtual meetings to provide convenient and efficient services.
Financial Advisor Disclosures to Know
As a fiduciary, ARKENSTONE FINANCIAL, LLC is legally bound to act in the best interest of their clients at all times. They uphold the highest standards of ethical behavior and are committed to providing transparent and honest services.
The firm has a clean disciplinary record and has no disclosures to report, ensuring that clients can trust them to handle their finances with integrity and professionalism.