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Arlington Financial Advisors, LLC

Headquartered in SANTA BARBARA, CA

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Firm Information

Arlington Financial Advisors, LLC is an investment advisor headquartered in Santa Barbara, CA. The firm manages approximately $944.5 million in assets for 1,810 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm offers financial planning, pension consulting, and portfolio management for individuals. They also provide selection of other advisors and participate in wrap fee programs.

Arlington Financial Advisors, LLC

100 E. DE LA GUERRA ST

SANTA BARBARA, CA 93101

$944.50M

Assets Under Management

2

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ARLINGTON FINANCIAL ADVISORS, LLC has a total of 1 branch locations across the country.
location

SANTA BARBARA, CA

Advisors at Arlington Financial Advisors, LLC

View All 9 Advisors
Unclaimed
Michael Eun kyu Yang

CFP®, RA

SANTA BARBARA, CA

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Dianne Gayoski Duva

CFP®, RA

SANTA BARBARA, CA

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Unclaimed
John Alfred Lorenz

RA

SANTA BARBARA, CA

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Richard Wells Hughes

RA

SANTA BARBARA, CA

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Unclaimed
Cody Allan Makela

CFP®, RA

SANTA BARBARA, CA

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Allison Meier

CFP®, RA

SANTA BARBARA, CA

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Unclaimed
Stephen Will Wheeler

CFP®, RA

SANTA BARBARA, CA

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Unclaimed
Arthur Gentry Swalley

RA

SANTA BARBARA, CA

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Disclosures

There are no public disclosures for Arlington Financial Advisors, LLC.

Frequently Asked Questions (5)

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