Arcadia Wealth Management

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Client assets under management

$383,594,739

Clients

275

41% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$1,394,890

About

Arcadia Wealth Management provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, retirement plans, trusts, and estates. The firm states an ideal client profile of $1 million to $10 million in investable assets and generally requires a $500,000 account minimum, which it may waive at its discretion.

Arcadia constructs globally diversified, balanced portfolios based on an efficient‑market, long‑term, low‑turnover philosophy and implements small‑company and value tilts informed by Fama–French research. Portfolios are built predominantly with Dimensional Fund Advisors (DFA) and Schwab OneSource mutual funds, include higher‑quality fixed income (BBB or above) and currency‑hedged foreign bond exposure where appropriate, and are monitored for rebalancing under both discretionary and non‑discretionary arrangements.

Distinctive features for a firm of its size include managing about $383.6 million in client assets across three advisors while offering ERISA 3(21) retirement plan advisory services alongside individual wealth management. The adviser is fee‑only, maintains an institutional relationship with Charles Schwab (including soft‑dollar benefits and access to DFA funds), and its ADV discloses an SEC administrative order and monetary fine for Custody Rule deficiencies related to custody audits from 2013–2019.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Passive / index investing Wealth management General tax planning College savings (529s, UTMA, etc.)

Demographic focus

Established Professionals

Fee options

Percentage

$0+: 2.00% annually +: 0.50% annually

Project-based

$250 per hour for financial planning services.

Other

Account minimum: $500,000 Fee-only: Investment advisory fees range from 0.50% to 2.00% annually based on assets under management and other factors; fees are negotiable.

Main office location

Arcadia Wealth Management

10 Edgewood Avenue

Smithtown NY 11787, United States

Number of offices

Most active in

California · Florida · Louisiana · Massachusetts · New Jersey · New York · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 631-549-5400

Advisors at this firm

Walter W

CFP®, Series 63

Smithtown, NY

Arcadia Wealth Management

Walter Wisniewski is a CFP® with 22 years of industry experience, currently serving as an advisor at Arcadia Wealth Management since 2012. He previously worked at Paragon Capital Management Corp from 1993 to 2017. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm emphasizes globally diversified, balanced portfolios grounded in market efficiency and academic research, with a focus on small-company and value exposures using mutual funds and ETFs.

Passive / index investing Wealth management General tax planning College savings (529s, UTMA, etc.) Established Professionals

Allison V

CFP®, Series 63

Smithtown, NY

Arcadia Wealth Management

Allison Vanaski is a CFP® with four years of industry experience, currently serving as an advisor at Arcadia Wealth Management. She has been with the firm since 2012 and holds a Series 63 license. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages globally diversified, balanced portfolios with an investment approach based on market efficiency and academic research, specializing in small-company and value factor tilts using Dimensional Fund Advisors and Schwab mutual funds.

Passive / index investing Wealth management General tax planning College savings (529s, UTMA, etc.) Established Professionals

Kelly L

CFP®

Smithtown, NY

Arcadia Wealth Management

Kelly Lynch is a CFP® professional with seven years at Arcadia Wealth Management and two years of industry experience. Prior to joining Arcadia, Kelly was a student for seven years. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages globally diversified, balanced portfolios with a long-term, low-turnover approach, emphasizing market efficiency and academic research, including factor-based tilts toward small-company and value exposures.

Passive / index investing Wealth management General tax planning College savings (529s, UTMA, etc.) Established Professionals

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