Pricing
Built for The One in the Arena
Finally Find Your Work-Life Balance and Actually Enjoy the Journey!
Arena Investor offers modern planning and investing for the busy, hardworking professionals who know their money needs more attention but don't have the time, or simply want better work-life balance.
You’re the Hero. We’re the Guide.
FINANCIAL PLANNING
INVESTMENT MANAGEMENT
FINANCIAL HEALTH MONITORING & ALERTS
PORTFOLIO CHECKUPS
Pricing details below
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$300 per Month. Financial Peace of Mind.
An Initial Planning fee of $600
It takes a lot of Advisor time ;)
Then an Ongoing Planning fee of $300/month
No fee to cancel, cancel any time
Transparency: Read the Agreement here
Priced for everyone.
Just $20 per month.
A recurring fee of $20/month
No setup fees
No fee to cancel, cancel any time
Transparency: Read the Agreement here
Optimized Portfolios. Professionally Built. Professionally Managed.
Just 0.75% AUM
Fee-Only, never any commissions
No [fill-in-the-blank] fees
Transparency: Read the Agreement here
Get a Comprehensive Analysis of Your Portfolio
Option 1: a One-Time Review for $500
Option 2: or Buy 3, Get 1 Free for $1500
No ongoing obligations for you
Transparency: Read the Agreement here
Empower Your Audience with Expert Financial Insight
Engage with an Industry Leader
Tailored Presentations for Every Audience
Interactive and Impactful Sessions
For Custom Payments Only
Personalized Pricing Tailored to Your Goals
Straightforward, No-Surprise Payment Process
Arena Investor Offers
Income Research Assistance
Are you being compensated properly? Let us check on that for you.
A boost in compensation can make a major impact on your financial goals.
We Also Offer
Philanthropy Assistance
Enjoy our well-curated list of charitable organizations to donate to. Have a favorite organization already? Great! Let's get those donations coordinated for you.
Charitable donations can reduce your tax obligations too.
Win-win scenarios are the best!
Did You Know That Your Business Can Have Investment Portfolios?
Put business money to work too.
Tailored to your business’s unique needs.
Arena Investor Offers Something For Everyone
FINANCIAL PLANS
Simple Financial Plans.
Built for Your Situation.
So You Can Reach Your Goals.
INVESTMENT
MANAGEMENT
Optimized Portfolios.
Professionally Built.
Professionally Managed.
PORTFOLIO
CHECKUPS
Personal Portfolio Reviews.
Adjustment Recommendations.
From a Registered Investment Advisor.
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The Investor Mindset newsletter is a weekly digital publication that creatively presents insights into the mind of an investor.
Arena Investor Helps
The One in the Arena Level-Up
Learn
Financial Planning Education
Investing Education
Current Events
Insights & Ideas
News In The Arena
Reviews
Monthly Topics include
Understanding: Insurance Rate, Debt Rate, Savings Rate, Burn Rate, Qualified Term, Tax Rate, Liquid Term, Real Estate Term, Equity Rate, Total Term
Plus
• DRIP and Grow Rich!
• What Is Investment Management?
• What Is Your Financial SWOT?
• and more!
Subscribe to The Investor Mindset newsletter (above)
Plan
One-on-One Financial Planning
Enjoy an Initial Meeting to get to know each other, set your goals, and evaluate your debt and credit
Enjoy a Second Meeting to refine the gameplan, review insurance, and review your investing
Get easy-to-understand Monthly Reports specific to you and the Financial Plan we built recorded and delivered to your inbox for your convenience
Schedule live or recorded Quarterly Meetings to stay on track, review your Financial Health, Financial Plan, and make adjustments as needed
Enjoy Income Research Assistance -- Let us confirm you're being properly compensated
Enjoy Philanthropy Assistance -- our curated list of organizations you can donate to if desired
Financial Health Monitoring & Alerts
in the Elements app
Get professional monitoring of your Financial Health
Receive alerts when certain thresholds are met
Understand your Financial Health and actually enjoy the journey!
Invest
Investment Management
for Individual and SMBs
Fee-Only, never any commissions or conflicts
At just 0.75% AUM, Arena Investor offers great value!
No hidden [fill-in-the-blank] fees -- we absorb them all!
Enjoyable user experiences with elegant industry-leading apps
A modern Advisory designed to serve today's professionals
Professionally managed portfolios
Stocks, ETFs, Mutual Funds, Bonds,
Crypto, High Yield Cash Accounts
Also included
Financial Health Monitoring & Alerts in the Elements app
Portfolio Checkups for DIY Investors
For All 401ks
For Personal Brokerage Accounts
Have your Investor Profile analyzed (your goals, time horizon, risk tolerance, et al)
Have your actual portfolio analyzed and compared to your Investor Profile to ensure alignment
Get specific stock, ETF, mutual fund, crypto, etc recommendations to realign your portfolio
Invest with the peace of mind that you have a Registered Investment Advisor as a teammate when desired