FAQ
Frequently asked questions
The questions that come up most in a first conversation, answered before you have to ask.
Who is Arc built for?
People with a plan already in motion — a business sale, an equity vest, a career winding down — who want a second set of eyes on the decisions ahead, not a cold start on financial planning.
How much does it cost?
A flat annual rate on assets under management, quoted up front before you commit to anything. No fee is charged on cash sitting on the sidelines, and there’s never a sales commission layered on top.
How do I get started?
Book a call. The first conversation is unstructured on purpose — we want to understand what changed in your life before we talk about a plan.
What happens to my plan between paydays?
It’s reviewed on a fixed schedule, not left to sit. Markets and personal circumstances shift constantly, and the plan is expected to shift with them, not just at the annual review.
Can I keep my existing accounts?
In most cases, yes. Assets can typically be transferred in-kind, without triggering a taxable sale, and the transfer is handled end-to-end rather than left to you to coordinate.
Is my money held by Arc directly?
No. Assets are held at an independent, regulated custodian — Arc never takes custody of client funds directly, which is standard practice for a firm operating under a fiduciary standard.
What if I want to change advisors?
You can request a different advisor on the team at any time, for any reason, without it affecting your relationship with the firm.
How is Arc different from a robo-advisor?
A robo-advisor optimizes a portfolio. Arc is built around the full financial picture around that portfolio — the tax timing, the concentrated stock position, the decision about when to walk away from a paycheck.
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