Eileen Loustau is a CFP-designated registered investment advisor at Arcadian Associates, LLC, based in Berkeley, CA, with 14 years of industry experience. Eileen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning on an hourly basis at $400/hour.
- A typical engagement is usually under 4 hours ($1600).
- There is a minimum $400 fee for a first-time client, but Arcadian Associates has discretion to provide services on a sliding scale should the client need that accommodation.
Location
Berkeley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eileen is a partner and co-manager of Arcadian Associates, LLC, a financial planning and real estate development firm, since February 2020. While she joined her husband's LLC to provide consulting services, she has not engaged any clients and dedicates minimal time to this activity.
Employment History
Current Registrations
Arcadian Associates, LLC
Asti Financial Management
Previous Registrations
Bancwest Investment Services, INC.Broker
Ltc Investment Services, INC.Broker
Blackrock Investments, LLCBroker
Blackrock Fund Distribution CompanyBroker
Barclays Global Investors ServicesBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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