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Arch Financial Planning, LLC

Arch Financial Planning, LLC. CRD 321159

Arch Financial Planning, LLC logo

CRD: 321159

Arch Financial Planning, LLC

Athens, GA
7062049068
www.archfinancialplanning.com
$10.5M Total AUM
$10.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
FrontierPathway +more
Established Date
05-23-2022
Office Locations
1

Office Locations

-- Athens GA

About Arch Financial Planning, LLC

Arch Financial Planning is an independent, employee-owned, fee-only RIA in Athens/Watkinsville, GA led by CFP® professional Cecil Staton. The firm delivers evidence-based investment management alongside retirement and multi-year tax planning, and coordinates with CPAs and estate attorneys on insurance and estate needs. Client focus includes high-achieving professionals approaching retirement, with ongoing monitoring and dynamic rebalancing. It has 100% 5-star reviews on Wealthtender.

Team overview

-- AVG AGE
$10.5M AVG AUM / ADVISOR
$374.1K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Unison Bridge Foundation Frontier

Client Personas

Quantum Prime Quantum Vector

Custodian

Delta Value value Summit optima Fusion legacy Delta Oak catalyst Alpha harbor Glacier delta

Fund Managers

Legacy alpha Meridian

Investment Themes

Wave fusion Zenith catalyst Horizon Quantum unison Vector harbor

Investment Vehicles

Crest vertex Fusion

Services

Timber Legacy Catalyst north Element optima Timber Wave vertex Eagle value Vertex harbor Beacon Fusion wave Atlas Ember

Technology

Insight Pioneer element Vertex Radial

Owner & Executives

CECIL POPE STATON III

CECIL POPE STATON III

Chief Compliance Officer, President, WEALTH ADVISOR

CRD
#6794724
Ownership
75% or more
(909) 233-4274
vector.timber@timbercapital.com
in linkedin.com/in/eagle-quantum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $10,473,995 --
Non-Discretionary $0 --
Total $10,473,995 --

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Separately Managed Accounts

Total SMA Asset: $10,473,995

$10.5M Total SMA
Public Funds:
27.3%
U.S. Government/Agency:
31.3%
Cash:
41.4%
Asset class Assets Assets %
Public Funds $662,314,069 27.3%
U.S. Government/Agency $759,356,423 31.3%
Cash $1,004,388,368 41.4%
Total $2,426,058,860 100.0%

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