Fee-only adviser · Lynchburg, VA
Arrow Wealth Advisors
Arrow Wealth Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Lynchburg, Virginia. On its latest Form ADV, filed August 28, 2026, it reports $121M in regulatory assets under management, 197 individual clients and 2 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 | 290853 · SEC file 801-136801 |
| Office | 828 Main ST FL 11, Ste 1101 Lynchburg, VA 24504 |
| Phone | (210) 541-9967 |
| Website | www.arrowwealthadvisors.com |
| Regulatory assets under management | $121M |
| Individual clients | 153 non-high-net-worth, 44 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | August 28, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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 Lynchburg
- Wood Creek Capital Advisors, LLC $55M
- Servus Capital Management $30M
- Montvue Capital Management, Inc. $357M
- Charmarline Wealth Management $119M
- Lynchburg Wealth Management $78M
- Couric Financial $47M
See all 8 fee-only advisers in Lynchburg →
Nearby
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