D'Arcangelo Financial Advisors, LLC

Overview

D'Arcangelo Financial Advisors, LLC is organized as an LLC that provides retail wealth-management and financial planning services. The firm lists core activities that include financial planning, portfolio management for individuals and small businesses, pension consulting services, plus client education through seminars and published newsletters. Its fee arrangements are flexible: it charges a percentage of assets under management, offers hourly billing, and can work on fixed-fee engagements. The firm does not identify itself as an active ESG investor and is not classified as a capital allocator. The snapshot indicates owner structure as a domestic entity/individual and an unclassified firm type. Although pension consulting is included among the services it offers, the record also flags that it is not formally designated as a pension consultant. The firm publishes educational content and runs workshops, suggesting a client-education emphasis alongside advisory work.

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Investments & Alternatives

Location & Offices