Fee-only adviser · Eagle, ID
Arcadia Investment Advisors, LLC
Arcadia Investment Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Eagle, Idaho. On its latest Form ADV, filed February 6, 2026, it reports $346M in regulatory assets under management, 266 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 109590 · SEC file 801-56607 |
| Office | 1028 S. Bridgeway Place, Suite 100 Eagle, ID 83616 |
| Phone | (208) 342-7758 |
| Website | www.arcadiaia.net |
| Regulatory assets under management | $346M ($346M discretionary) |
| Individual clients | 148 non-high-net-worth, 118 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 6, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Eagle
- Continuum Advisory, LLC $1.9B
- Summit Wealth and Retirement Partners $978M
- Dillon Financial Planning, Inc. Not reported
- Alturas Wealth Management, LLC $47M
- Gpwm Advisors LLC $27M
- Prominence Capital $62M
See all 9 fee-only advisers in Eagle →
Nearby
- Meridian 8 firms
- Boise 22 firms
- Caldwell 1 firm
- Horseshoe Bend 1 firm
- Kuna 1 firm
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