SourcingSourcing

ARNOLD FINANCIAL PLANNING LLC

C28
CRD 283698·SEC 801-123293·HIAWATHA, IA
AUM
$168.2M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$505K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARNOLD FINANCIAL PLANNING LLC
CRD
283698
SEC file #
801-123293
EIN
812132994
DBA names
Arnold And Mote Wealth Management

Economics

AUM
$168.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$108.1M → $168.2M▲ +56%
Client mix
Individuals Other80
Individuals High Net Worth53

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'22'26
3 advisors → 5 advisors▲ +67%
Primary office
HIAWATHA IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
Hourly chargesFixed fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
linkedin.com/in/quinn-arnold-51b4aa2(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Arnold, Quinn, Robert
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Arnold, Quinn, Robert
Hylland, Matthew, Marburg
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002107020
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-27
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0001754960-26-000250

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2415
Soi Zip Pct 200k Plus
0.071
Soi Zip Returns 200k Plus
250
Soi Zip Total AGI
316,383
Fdic Zip Total Deposits
3,465,364,000
Fdic Zip Branch Count
104
Fdic Zip Top Banks
Farmers State Bank
Hiawatha Bank and Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab4
E*trade4
Edgar Addresses
Mailing
1202 DINA CTHIAWATHA, IA 52233
Business
1202 DINA CTHIAWATHA, IA 52233
Edgar EIN
812132994
Edgar Recent Filings
13F-HR2026-04-14 · 0001754960-26-000250
13F-HR2026-01-27 · 0001754960-26-000126
Fdic Zip Branches Raw
Farmers State BankHiawatha, IA
Farmers State BankHiawatha, IA
Fdic Zip HHI
5934.92
Fdic Zip Top Bank Share Pct
73.21
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI12,073
Returns940
Stub 2
AGI35,208
Returns960
Stub 3
AGI28,634
Returns470
Soi Zip Total Business Income
5,919
Soi Zip Total Cap Gains
11,300
Soi Zip Total Dividends
4,311
Soi Zip Total Returns
3,520
Top Owner CRD
6638323
Trust Company Affiliate
No

People (5)

5
Arnold, Quinn, Robert
IAR · Direct Owner · 87.5%
6638323
Hylland, Matthew, Marburg
IAR · Executive Officer · 2.5%
6564138
Nicholas Robert Ford
IAR
7334699
Kyle Bakas
IAR
8124908
Chad Leroy Gammon
IAR
7646246