About Arlington Wealth Planning, LLC
Arlington Wealth Planning (AWP) is a Fee-Only Registered Investment Advisor (RIA) based in Arlington, Virginia. We bring peace of mind to individuals, families, and businesses by helping them to develop a financial plan to achieve their greatest aspirations.
Our focus is on the customer experience. AWP do not use pressure sales tactics and we do not push products. We do emphasize planning and explain concepts thoroughly at a pace that works for the customer, so that they build their financial expertise. Financial literacy is important. A well-educated client is one who understands financial concepts, so that we can have more meaningful conversations. If you are not there, we will get you there.
We perform holistic financial planning (as defined by the CFP Board and the Financial Planning Association, FPA) to ensure that all aspects of the client's financial picture are considered.
We have your best interests in mind as a "fee-only" RIA, which means that we are not incentivized to sell particular investments. We charge fees based on the services provided so that we limit conflicts of interest (we also offer tax preparation for a fee).
Owner and Chief Executive Officer, Greg Caramanica, is a CERTIFIED FINANCIAL PLANNER™ who brings the fundamentals of holistic financial planning to AWP. After over 27 years in the consulting industry, he built the company on a foundation of consulting principles where thorough analysis and communication provide a top-notch customer experience.
Mr. Caramanica holds a Master's Certificate in Financial Planning, a Masters of Business Administration, and a Bachelor of Science in Decision Sciences and Management Information Systems.
See Disclosures
General Information
Firm Start Year
2012
No. of Employees
1
CRD#
6154567
Firm CRD#
289946
Name of Custodial Firm
Altruist Financial, LLC
States Licensed in
VA, MD, DC, NC
Years of Experience in Financial Services
19
Number of Years with Current Firm
12
Work Experience
Mr. Caramanica has been Chief Executive Officer (CEO) of Arlington Wealth Planning, LLC, since 2012. In 2017, he reregistered his firm as a Registered Investment Advisor (RIA) and became "Fee Only" in 2019. Since then, he has built a client base of over 70 clients and an investment portfolio of over $6.5m, while also creating dozens financial plans in the last few years alone. Mr. Caramanica has also had a distinguished career (since 1994) providing consulting services related to economic and business analysis, capital planning, business case evaluation, loan & grant portfolio management, and private equity research for companies.
Work with the following types of clients
Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided
Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Financial Advice & Consulting, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Wealth Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Firm Information
Firm's Number of Clients
74
Firm's Number of Planning Clients
41
Firm's Number of Managed Clients
24
Assets Managed by Firm
$6.7m
Advisor's Number of Clients
75
Advisor's Number of Managed Clients
24
Advisor's Number of Planning Clients
42
Assets Managed by Advisor
$6.7m
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets, Hourly
Fee % Based on Assets
0.25%-1.0%
Hourly Rate
$281
Additional Details on Charges
Assets Under Management (AUM) Fee Schedule:
- $0 to $1,000,000, AUM Fee: 1.000%/yr
- $1,000,000 to $3,000,000, AUM Fee: 0.850%/yr
- $3,000,000 to $5,000,000, AUM Fee: 0.650%/yr
- $5,000,000 to $10,000,000, AUM Fee: 0.500%/yr
- $10,000,000 to $20,000,000, AUM Fee: 0.400%/yr
- $20,000,000 to $50,000,000, AUM Fee: 0.300%/yr
- $50,000,000 to $100,000,000, AUM Fee: 0.250%/yr
AUM fees are quoted per annum and billed quaterly, in arrears based on the value of the portfolio on the last day of the quarter
Minimum Fee Charged for Managed Accounts
$0
Minimum Fee Charged for Hourly Planning Accounts
$281/hr
Education
B.S. - Decision Sciences and Management Information Systems (DMIS)
George Mason University
8/1/1995 -6/1/1999
M.B.A - Business Administration
Virginia Tech
8/1/2002 -12/10/2005
Master's Certificate - Financial Planning
Georgetown University
01/27/2012 -09/22/2012
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892023/financialplanners-Arlington-Wealth-Planning,-LLC-detailed-disclosure.html
Disclaimer
The information contained in this profile is being provided for informational purposes and does not constitute investment advice, nor does it constitute an offer, solicitation or advertisement with respect to the purchase or sale of any security. The information contained in this profile is not intended to be used as a source of any specific investment recommendation, and individuals should not make any investment decision based solely on its contents. In addition, this profile does not take into account the particular opportunity costs, investment objectives, tax and financial situation or other needs of any specific individual. Therefore, each individual should consider their own financial goals, objectives and risk tolerance and consult with their financial advisor before making any investment or mortgage decisions. If you would like investment advice for your specific situation, please contact Arlington Wealth Planning, LLC, or your financial advisor, for a full review of your financial situation and investment accounts.