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 founded Arcadia Private Wealth in 2026 because it was time for a change. Not just for me, but in how our profession defines excellent client care. I started this company to serve families the way I'd want my own family to be treated. And with their trust in me, I actually get to do so.
At Arcadia, we focus on helping people over age 45 lower taxes, manage their wealth, and retire on their terms. We charge a fair, flat fee which covers all financial planning and investment management.
Before founding Arcadia I was an equity Partner at one of the largest Registered Investment Advisors (RIA) in the country where I was directly responsible for managing over $400 million in client assets and 120 client relationships. Over my 16 years in the wealth management industry, I became critical of the notion that wealth management firms should be entitled to a percentage of a client’s portfolio by charging an assets under management (AUM) fee. It also began to dawn on me that – in this industry – most traditional wealth management firms would value me based on how much client assets I brought in each year, and not necessarily on how much I was helping my clients. This ultimately is what led me to become fully independent and found Arcadia Private Wealth, implementing flat fee pricing so clients are treated more equitably and more conflicts of interests are removed from the advisor-client relationship.
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.