Arch Financial Planning

Company Description (LinkedIn): Financial planning firm serving early career dentists and physicians with student loans and diligent savers within 10-years of retirement.

We help our clients treat their student loans, reduce taxes, and invest smarter.

• ⏳ Active Since: 2022
• 📍 Location: Athens, GA
• 🔢 Employee Count: 1
• 👥 Followers: 412

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 4
• 🧾 Number of accounts: 36
• 🛍 Average Account Size: $119,913

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.archfinancialplanning.com