Paladin Research Report For:
Nicholas Greggory Caramanica
Arlington Wealth Planning, LLC
About Nicholas Greggory Caramanica
With a well-rounded perspective and a commitment to excellence, Nicholas Greggory (Greg) Caramanica is dedicated to providing strategic financial planning solutions that drive personal and business success.
Mr. Caramanica is a seasoned finance professional with over 29 years of diverse experience (19 in financial services), beginning in information systems and progressing into financial management. He has a proven track record of delivering valuable insights and driving business success across various industries. He also has a strong background in data analytics, demonstrated by conducting market feasibility studies and evaluating the distributions of loan and grant awards using statistical methods and geospatial mapping.
His portfolio management, finance, and due diligence experience are underscored by his management of a loan and grant portfolio valued at $26 billion.
With a passion for personal finance and investing, Mr. Caramanica founded Arlington Wealth Planning in 2012 and serves as its Chief Executive Officer. His entrepreneurial mindset fuels his innovative approach, consistently challenging conventional perspectives to uncover new opportunities.
In addition to his financial acumen, he is a skilled communicator, adept at presenting complex data to diverse audiences. Whether engaging with C-suite executives, individuals, or families, he effectively distills information to facilitate informed decision-making.
Beyond his professional achievements, Mr. Caramanica has been actively involved in organizations such as the Project Management Institute, Washington D.C. Chapter, where he served as Director at Large and Vice President of Finance on the Board of Directors. He has also been recognized with awards such as the Booz Allen Performance Excellence Award and holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification through the CFP Board. He holds a Financial Planning Graduate Certificate from Georgetown University, an MBA from Virginia Tech, and a Bachelor's degree in Decision Sciences & Management of Information Systems from George Mason University.
Mr. Caramanica lives in Arlington, Virginia, with his wife and two daughters.
General Information
Firm Start Year
- 2012
No. of Employees
- 1
CRD#
- 6154567
Firm CRD#
- 289946
Name of Custodial Firm
- Altruist Financial, LLC
States Licensed in
- VA, MD, DC, NC
Years of Experience in Financial Services
- 19
Number of Years with Current Firm
- 12
Work Experience
- Mr. Caramanica has been Chief Executive Officer (CEO) of Arlington Wealth Planning, LLC, since 2012. In 2017, he reregistered his firm as a Registered Investment Advisor (RIA) and became "Fee Only" in 2019. Since then, he has built a client base of over 70 clients and an investment portfolio of over $6.5m, while also creating dozens financial plans in the last few years alone. Mr. Caramanica has also had a distinguished career (since 1994) providing consulting services related to economic and business analysis, capital planning, business case evaluation, loan & grant portfolio management, and private equity research for companies.
Work with the following types of clients
- Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided
- Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Financial Advice & Consulting, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Wealth Management
Compliance
Registered Investment Advisor
- Yes
Investment Advisor Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
- CFP®
Firm Information
Firm's Number of Clients
- 74
Firm's Number of Planning Clients
- 41
Firm's Number of Managed Clients
- 24
Assets Managed by Firm
- $6.7m
Advisor's Number of Clients
- 75
Advisor's Number of Managed Clients
- 24
Advisor's Number of Planning Clients
- 42
Assets Managed by Advisor
- $6.7m
Compensation and Fees
Fee Structure
- Fee-Only
Minimum Portfolio Size for New Managed Accounts
- $100,000
Compensation Methods
- Based on Assets, Hourly
Fee % Based on Assets
- 0.25%-1.0%
Hourly Rate
- $281
Additional Details on Charges
Assets Under Management (AUM) Fee Schedule:
- $0 to $1,000,000, AUM Fee: 1.000%/yr
- $1,000,000 to $3,000,000, AUM Fee: 0.850%/yr
- $3,000,000 to $5,000,000, AUM Fee: 0.650%/yr
- $5,000,000 to $10,000,000, AUM Fee: 0.500%/yr
- $10,000,000 to $20,000,000, AUM Fee: 0.400%/yr
- $20,000,000 to $50,000,000, AUM Fee: 0.300%/yr
- $50,000,000 to $100,000,000, AUM Fee: 0.250%/yr
AUM fees are quoted per annum and billed quaterly, in arrears based on the value of the portfolio on the last day of the quarter
Minimum Fee Charged for Managed Accounts
- $0
Minimum Fee Charged for Hourly Planning Accounts
- $281/hr
Education
B.S. - Decision Sciences and Management Information Systems (DMIS)
George Mason University
8/1/1995 -6/1/1999
M.B.A - Business Administration
Virginia Tech
8/1/2002 -12/10/2005
Master's Certificate - Financial Planning
Georgetown University
01/27/2012 -09/22/2012
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892023/paladinregistry-Arlington-Wealth-Planning,-LLC-detailed-disclosure.html
Disclaimer
The information contained in this profile is being provided for informational purposes and does not constitute investment advice, nor does it constitute an offer, solicitation or advertisement with respect to the purchase or sale of any security. The information contained in this profile is not intended to be used as a source of any specific investment recommendation, and individuals should not make any investment decision based solely on its contents. In addition, this profile does not take into account the particular opportunity costs, investment objectives, tax and financial situation or other needs of any specific individual. Therefore, each individual should consider their own financial goals, objectives and risk tolerance and consult with their financial advisor before making any investment or mortgage decisions. If you would like investment advice for your specific situation, please contact Arlington Wealth Planning, LLC, or your financial advisor, for a full review of your financial situation and investment accounts.
Paladin Advisors