Arpp

Overview

Arpp is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and combines advisory services with brokerage and insurance distribution: it is identified as an insurance broker and a salesperson of other financial products. Ownership is held by an individual and the firm is not organized as a multi-state or pension consultant adviser. Service and fee arrangements are flexible: Arpp charges based on a percentage of assets under management and may also use hourly, fixed-fee and commission-priced engagements, plus other fee arrangements. Its advisory activity spans financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selecting other advisers on clients’ behalf, and running educational seminars or workshops. The firm does not identify as an active ESG investor. Arpp lists relationships with other investment advisers and an insurance company, indicating a hybrid advisory-distribution model that blends fee-based planning and brokerage/insurance product placement.

Assets & Accounts

Investments & Alternatives