Arlington Wealth Planning, LLC

Overview

Arlington Wealth Planning, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm blends financial planning and portfolio management with accounting-related activities and runs educational workshops. Its fee model is mixed — percentage of assets under management, hourly charges and fixed fees — which supports both ongoing advisory relationships and project-based engagements. The firm does not position itself as an ESG investor and is not described as a multi-state or pension consultant adviser. Investment activity is centered on publicly traded equities as the primary allocation preference. With a small asset base, the firm appears to implement straightforward equity-focused strategies for retail and small-business clients, supplemented by conventional vehicles such as mutual funds and annuities. Arlington Wealth Planning also allocates to real estate strategies through third-party alternative managers, using those allocations to broaden return streams and add non-correlated exposure where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices