# Arcadia Financial Partners, LLC

> Arcadia Financial Partners, LLC is a state-registered investment advisory firm in Pickerington, OH, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 285407
- Filed as: ARCADIA FINANCIAL PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pickerington, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285407
- AdvisorCensus page: https://advisorcensus.com/firm/arcadia-financial-partners-llc-pickerington-oh-285407

## Quick answers

**How is Arcadia Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arcadia Financial Partners, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Arcadia Financial Partners, LLC located?**
Arcadia Financial Partners, LLC's principal office is in Pickerington, OH, according to its Form ADV.

**Is Arcadia Financial Partners, LLC registered with the SEC or a state?**
Arcadia Financial Partners, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 285407.

**What types of clients does Arcadia Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (47).

**Does Arcadia Financial Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285407

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $0 |
| High net worth individuals | 47 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arcadiafp.com
- Facebook @arcadiafp
- LinkedIn @lorilembrey
- X @arcadiamoney

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arcadia Financial Partners, LLC (CRD 285407): Form ADV filing data as of October 2026.