Arka Financial Services L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Arka Financial Services L.L.C. serves individual clients and families, offering comprehensive financial planning, more limited-scope financial advice, tax preparation, and optional extended-plan support. The firm does not manage client investment accounts, does not trade securities on clients’ behalf, and does not take custody of client funds.
The advisory process follows the CFP Board seven-step financial planning framework and uses planning software (eMoney, MoneyGuidePro, HolistiPlan) and spreadsheets to develop recommendations, with routine reviews—quarterly during the initial engagement and semiannually for extended support. Investment guidance is educational and broad-based, emphasizing diversified mutual funds and ETFs, tax implications, account-selection strategies, and risk-tolerance assessment using public questionnaires rather than discretionary portfolio management.
Compared with many firms in the investment-manager category, Arka does not charge percentage‑of‑assets fees and instead uses fixed, fee-for-service pricing for planning, advice, and tax services while explicitly declining to manage client assets. The firm is a single-advisor practice that combines CFP®-based planning and tax-preparation services with a structured client-education focus, and it discloses ancillary activities such as a separate photography business and an inactive enrolled-agent designation.
Client services
Financial planning
Educational seminars or workshops
Educational postings on social media
Expertise
General retirement planning
Income planning
General tax planning
Charitable giving tax strategies
College savings (529s, UTMA, etc.)
Fee options
Financial Planning: $2,000; Extended Support on Financial Plans: $750 per year; Financial Advice: $750; Tax Preparation: Starting at $250
Minimum fee: Financial Planning: $2,000; Extended Support on Financial Plans: $750 per year; Financial Advice: $750; Tax Preparation: Starting at $250 Fee-only: Fee-only compensation; no commissions received for services or products
Main office location
Arka Financial Services L.L.C.
Austin TX, United States
Number of offices
1
Most active in
Arka Financial Services L.L.C. has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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