EAGLESON ARNDT FINANCIAL ADVISORS

RIASEC RegisteredEst. 2025

Total AUM

$107M

Discretionary

$107M

100% of AUM

Avg account

$347K

Accounts

307

Employees

Advisory reps

Firm details

Headquarters: THOUSAND OAKS, California
CRD number: 134098
Registered since: April 10, 2025
Website: www.eaglesonarndt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.16%
Individuals23.73%
Pension & Profit Sharing Plans2.11%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eagleson Arndt Financial Advisors is an independent, limited liability advisory firm that registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and educational workshops. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.