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The fee is billed in advance and is negotiable.","source":"ADV PART 2A APPENDIX 1 - WRAP FEE PROGRAM BROCHURE, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Arlington Financial Advisors use?","answer":"Arlington Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.24B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Arlington Financial Advisors have?","answer":"Arlington Financial Advisors has 8 investment adviser representatives registered with state securities authorities, out of 16 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Arlington Financial Advisors invest in?","answer":"At the end of its last fiscal year, Arlington Financial Advisors’ separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 8% cash and equivalents and 7% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Arlington Financial Advisors?","answer":"Arlington Financial Advisors’ direct owners are Arthur Swalley, Dianne Duva, John Lorenz, Joseph Weiland, Richard Hughes and Cody Makela, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Arlington Financial Advisors get paid?","answer":"Arlington Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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