Flat Fee Private Wealth Management
Welcome to Arcadia.
Arcadia a fee-only private wealth management firm in San Diego, CA, specializing in retirement planning, tax planning, and investment management for families and individuals with investable assets in excess of $1,500,000.
Flat Fee
We're "fee-only” and “flat fee,” which means we don't sell products for commission and don't receive any form of compensation from anyone other than you. We charge a flat annual fee that is NOT a percentage of the size of your investable assets. More about our fees can be found here
Fiduciary
We put your best interests above all else (it should be the industry standard, but unfortunately it's not). This means we're ALWAYS required to act in your best interest.
Niche Knowledge
We specialize in retirement planning. A lot of advisors try to be all things to all people - we don't. Our expertise is specifically in helping you make the most of your finances before and during retirement.
Comprehensive
We do much more than manage your investments. We're financial partners that help you successfully retire & live your best life. More about our services and process can be found here
Small by Design
While some large firms are incentivized to make their advisors handle hundreds of clients to enhance economies of scale, Arcadia’s goal is to build deep relationships and know exactly what's going on in their financial lives. We do this by limiting the number of clients we work with.
Grant A. Webster, CFP®, TPCP®
President & Wealth Advisor
I built Arcadia to solve a problem I saw too often.
Over nearly two decades in wealth management — the last several years as an equity partner overseeing more than $400 million for 120+ families — I watched a quiet frustration build among clients who felt something was off. Their portfolios grew. Their fees grew with them. But their service didn't change.
The traditional AUM model wasn't designed to penalize success, but that's often how it feels from the client's side. A family with $5M invested pays twice as much as one with $2M for essentially the same advice. There's no logic in that — just arithmetic.
Arcadia was founded in 2026 on a simple conviction: the fee you pay should reflect the complexity of your financial life and the quality of guidance you receive — not the size of your investment portfolio. At $18,000 per year, our flat fee covers integrated financial, investment, and tax planning for the families we serve. It stays the same whether your portfolio grows, the market rallies, or life gets more complicated.
My goal is for every Arcadia client to feel what good advice should feel like: clear, proactive, and genuinely on their side.
When I am not serving my clients, I am usually somewhere near the coast in San Diego (office is in Cardiff-by-the-Sea and home is in Carlsbad), spending time with friends, playing squash and firing up the BBQ. My greatest joy in life is spending time with my beautiful wife, Natalie, and our two amazing daughters Gia and Demi.
Professional Designations & Education:
Tax Planning Certified Professional (TPCP®)
Master of Science in Business Administration - Financial & Tax Planning from San Diego State University
Bachelor of Science - Finance from University of Arizona Eller College of Management
InvestmentNews’ 40 Under 40 list for 2019
Let’s Talk
To get going, let’s start with a conversation about your goals and current financial situation. We’ll simply listen to each other and decide if we may be a good fit to work together.