Tod Arbutina


Registry Member Since 2005

About Me

Type of Organization
  • Member Firm or Team
Name of RIA
  • Did Not Answer
Relationship to RIA
  • Independent Contractor
Broker/Dealer Name
  • Did Not Answer
Years of Experience
  • 20 Years
Certifications & Designations
College Degrees or Years
  • Yes
Registrations & Licenses
  • RIA/IAR Registration
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
  • Available Upon Request
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Firm

  • 535 Third Street
    Beaver, Pennsylvania, 15009
Telephone (Main Office)
  • 724.683.3456
Number of Clients
  • Available Upon Request
Amount of Assets
  • Available Upon Request
Minimum Asset Requirement
  • $100,000
Types of Fees
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
Types of Commission
  • Commissions (Investment Products)
  • Commissions (Insurance Products)
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
Limited Engagement Services
  • Financial Plan Reviews
Investment Decision-Making
  • Did Not Answer
Primary Custodian(s)
  • Did Not Answer
Types of Reports (Frequency)
  • Did Not Answer
My Philosophy

My firm is one of the largest locally owned CPA and financial services firms in Western Pennsylvania, with double digit growth the past several years. With Big Four experience, I provide comprehensive financial services based upon 20 years as a CPA and CFP, and have been profiled in Kiplinger?s. My wealth management team of five full-time professionals provides a single source of accounting, auditing, tax and financial planning strategy. We work from an asset under management fee basis.

My Disclosures
Some professionals and firms have disclosures.


I certify the information in this research report is accurate and current.

Advisor Name: Tod Arbutina
Most Recent Update: Jul 14, 2015

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