Arnie Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,050
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 2 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
Arnie Advisors primarily serves employer-sponsored retirement plans — including 401(k) and profit‑sharing plans — and provides retirement plan consulting and automated investment advice to plan participants. The firm acts in an ERISA 3(38) fiduciary capacity for appointed plans and delivers its services through a proprietary online platform.
Investment recommendations are generated by quantitative, algorithm‑driven portfolio optimization that assigns model portfolios based on participant inputs (age, time until retirement, projected income needs and risk tolerance), and participant portfolios are managed on a discretionary, automatically rebalanced basis. Participants receive advice through the internet portal, may opt out of the service, and the system will default allocations when participant inputs are not provided.
Compared with peers, Arnie Advisors is distinctive for operating as an internet‑first investment manager for ERISA plans — a delivery model that is uncommon among firms in this category — and for integrating its advisory offering with an affiliated recordkeeping technology business. The firm recommends Interactive Brokers as custodian and manages a relatively small regulatory AUM focused on plan‑level engagements rather than retail individual accounts.
Client services
Portfolio management
Expertise
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
General retirement planning
Passive / index investing
Occupation focus
Founder/Business Owner
Fee options
Up to 0.50% annually, typically negotiable
Additional recordkeeping services fees charged by affiliate Arnie Tech as a generally negotiable monthly subscription, details in separate agreement
Main office location
Arnie Advisors LLC
San Francisco CA, United States
Number of offices
1
Most active in
Arnie Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California
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:
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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.
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