RIA Intel›Advisers›Iowa›ARNOLD FINANCIAL PLANNING LLC

ARNOLD FINANCIAL PLANNING LLC

Advisory

N·HIAWATHA, IA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM
$168M
1-Year AUM Growth
+20.8%
3-Year CAGR
+1.0%
Employees
5
Assets Under Management
Total AUM$168M
Discretionary AUM$168M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients125
Team
Total Employees5
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingJan 21, 2022
Latest FilingJul 24, 2026
🔒 Full AUM trend chart and 12 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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