Allison Vanaski is a CFP-designated registered investment advisor at Arcadia Wealth Management, based in Smithtown, NY, with 4 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 275 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arcadia Wealth Management's investment advisory fees are based on a percentage of the value of your portfolio, ranging from 0.50% to 2.00% annually. The specific fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with Arcadia. Fees are negotiable.
Contact
Allison Vanaski
Location
10 Edgewood Avenue, Smithtown, NY, 11787
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Arcadia Wealth Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Allison is a CERTIFIED FINANCIAL PLANNER™ practitioner. She has been working on Wall Street since 2005 and joined the Arcadia team in 2012.