Vidarrow Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,610,307
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
16
38% high-net-worth
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
16
TypicalAverage account size
$788,144
About
Vidarrow Investment Advisors is a fee‑only independent investment adviser that works with individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, comprehensive financial planning, retirement plan consulting and management, and educational seminars.
The firm develops individualized investment policies and manages portfolios using a mix of methods (including fundamental and technical analysis, passive and active strategies, and outside managers) and applies modern portfolio theory principles to asset allocation and risk management. Financial planning is offered via ongoing engagements, project‑based plans, and short consulting sessions, and Vidarrow includes held‑away employer‑sponsored accounts in its ongoing advisory and reporting process.
Distinctively for a solo independent adviser, Vidarrow places notable emphasis on employer retirement‑plan services — offering plan design support, participant education, fee analysis, fiduciary oversight and acting as an ERISA investment manager (3(38)) for plans when engaged. The firm also routinely offers paid educational seminars and speaking engagements and explicitly incorporates held‑away accounts into fee and service calculations, features that are less common among comparable peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
ESG / Sustainable investing
Business sale tax planning
Occupation focus
Founder/Business Owner
Executive
Fee options
Project-Based Financial Planning fixed fees range $2,000 to $50,000; 90-Minute Financial Consulting Session fixed fee $950
$0 - $1,000,000: 1.35% $1,000,001 - $3,000,000: 1.10% $3,000,001 - $10,000,000: 0.90% $10,000,001+: 0.75%
$395 per hour for Project-Based Financial Planning
Fee-only: Ongoing Financial Planning starts at $9,600 annually, negotiable; Project-Based Financial Planning fees range from $2,000 to $50,000 fixed or $395/hour; 90-Minute Financial Consulting Session fixed fee $950
Main office location
Vidarrow Investment Advisors
171 West Wing Street, Suite 204 A
Arlington Heights IL 60005, United States
Number of offices
1
Most active in
Vidarrow Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Illinois
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.
-
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.
-
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
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
8473709432
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