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Arthur Vangeli, CFP

Navy veteran, formerly with USAA, 2,200 financial plans designed

Results Wealth Management, LLC
PRESIDENT

Cedar Park

TX

Contact Me

Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Results Wealth Management 9 years, 9 months Mar 2010 - Present
Results Wealth Management, LLC 9 years, 11 months Jan 2010 - Present
Century Management 2 years, 5 months Oct 2007 - Mar 2010
Usaa Financial Advisors, Inc. 3 years, 6 months Apr 2004 - Oct 2007

Designations & Memberships

  • Centre for Fiduciary Excellence
    Membership
    Centre for Fiduciary Excellence
    CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.

Articles and Answers

Insights by Arthur Vangeli

iPhones and Dynamic Pre-retirement Planning
Published 2015-01-16 12:24:49
Supercharging Your 401(k) Account
Published 2015-01-16 11:58:20
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    My friend had a "profit-sharing account" with newlywed foods in mid80 with $70,000 he wants me to tell him if any $ now?
    Here's a link to the Brightscope.com page showing the most recent administrator, John Seely, and a phone number for his department, 773-292-7510. http://www.brightscope.com/form-5500/basic-info/164612/Newly-Weds-Foods-Inc/167138/Newly-Weds-Foods-Inc-Profit-Sharing-And-Cash-Accumulation-Plan/2013/T...  (more)
    Answered Jan 2015
    Company just bought by xerox, any idea of 401k investment options. can change to cash option now.
    Here's a link to the Brightscope ratings of Xerox's 401(k) also - and it's a Top 15% plan as well. http://www.brightscope.com/401k-rating/59401/Xerox-Corporation/60417/Xerox-Corporation-Savings-Plan/...  (more)
    Answered Jan 2015
    I recently got married, is it a good idea for my wife and I to write wills now?
    You've read some terrific answers by these contributing advisors. Now that you're married, as you update your wills, you may also want to update beneficiaries on your retirement accounts and insurance policies. Congratulations and good luck. ...  (more)
    Answered Jan 2015
    How do I find out how much money is in my retirement account?
    It's great that you found the Brightscope.com website to ask that question, Naomi. From the Brightscope home page, you can search for your 401(k) plan, and even if your plan isn't rated by Brightscope, there's a tab to access the Form 5500 federal filing. 99 times out of 100 there is an accurate pho...  (more)
    Answered Jan 2015
    Where can I get information on an old 401K account from the 90's when I have pretty much NO information?
    Billie, you're in the right place. If you can follow up with the name of your company from the '90s, one of these sharp advisors can get very specific for you if needed....  (more)
    Answered Jan 2015
    What happens if one of a trust's beneficiaries passes away before funds are dispersed?
    Carlos, by now you've reviewed the trust document language, and decisions have been made. How did it all work out? Were you satisfied with the results? Please take a minute and share any feedback that may help others in the same boat down the road....  (more)
    Answered Jan 2015
    Since International Paper is better than most, should I keep it or move money to my Vanguard IRA?
    Gail, it's been almost 3 years since you posed your initial question. If you chose to simplify and consolidate, I hope it worked out nicely for you. Vanguard offers a brokerage IRA account also, so you could choose to consolidate retirement accounts, yet still hold any IP stock that you accumulated ...  (more)
    Answered Jan 2015
    I would like to withdraw funds from my 401k how do I go about this?
    Julia, if this is your current employer's 401k plan, you'll likely be eligible for a loan if desired, rather than a withdrawal. If it's a former employer's 401k plan, you won't be eligible for a loan. The good news is you can most likely transfer your former 401k plan balance into your current 401k ...  (more)
    Answered Jan 2015
    What is the best way to prospect for 401k plans.?
    You hit the nail on the head, Evan. More prospects equals more clients. Well said sir. ...  (more)
    Answered Jan 2015
    Buy a house, or max out 401k?
    Cyril, you've received some outstanding advice from the advisors above. You can always view a house purchase as investment diversification away from the stock market also, and historically a fair inflation hedge too. Good luck....  (more)
    Answered Feb 2015
    How do I speak to a person via phone?
    Good news, Wayne. Here's a phone number for you to call your All States Drywall, Inc. HR department: (509) 993-4914. Mark Duggar is the listed point of contact up in Washington. Its Brightscope rating is found at http://www.brightscope.com/401k-rating/399149/All-States-Drywall-Inc/682228/All-States-...  (more)
    Answered Feb 2015
    Is now the time to invest some of my emergency savings?
    Keeping your emergency savings in place, in a low-risk account such as savings or money market, is fundamental financial planning. If it's grown larger than you need, and you want to invest for other short or long term goals, then yes, it is a wonderful time to invest appropriately for those goals. ...  (more)
    Answered Feb 2015
    Is low inflation good for retirees?
    Echoing Rich Wimer's comment, low inflation is good for retirees. Once you've built assets, root for low inflation. High inflation is good for debt repayment, such as a mortgage on a home (but not good for the lender, as they're being repaid with cheaper dollars). ...  (more)
    Answered Feb 2015
    I have to my first RMD this Dec or next April. Can I do part of the total in December and the rest in April?
    Removing $30,000 of your RMD in 2014 actually helped lower your 2015 calculation also. You'll need to remove the other $20,000 no later than April 1, and then this year's RMD will need to be removed by December 31. Hopefully your company stock has regained some of its value in this market also. ...  (more)
    Answered Jan 2015
    When can i collect my pension? what age?
    Most pension plans also have various options to consider to take your pension early, integrate your pension with Social Security leveling, and electing to have your spouse receive a portion if you pass away unexpectedly. So please contact your HR department, gather the information on when you become...  (more)
    Answered Jan 2015
    How do I find out what my lazy boy pension is and when can I take it out?
    Here's the phone number to call and ask specifically about your pension benefits: (734) 242-1444 . And here's a link from the Brightscope.com website to view additional information about your La-Z-Boy profit sharing and savings plans also: http://www.brightscope.com/401k-rating/184654/La-Z-Boy-Inco...  (more)
    Answered Mar 2015
    Short and long term investing?
    You've read some excellent advice from the other advisors responding to your question, Catherine. My two cents includes the following. If you think you'll need X dollars in the short term, 5 years as you defined above, then consider funding your short term investment with 2X just in case. You've got...  (more)
    Answered Mar 2015
    I have an old CD with a bank that I forgot about and the bank is no longer in existence. How can I get my money?
    Barry provided an excellent answer. Here's a link to a common unclaimed property search website to begin your search in whi chever state you'd like. http://www.naupa.org/. Good luck....  (more)
    Answered Mar 2015
    I used to work for belton ind?
    Roger, here's an alphabetical listing on Brightscope.com to help you locate your former employer. There's contact information available to help you obtain specific information about your account once you locate the company plan. http://www.brightscope.com/ratings/B/3/. Good luck. ...  (more)
    Answered Mar 2015
    Hello i need help with my account need to see how mmuch i got?
    Guillermo, if you'll share the following information about which 401k plan (company name), and city/state, any Brightscope advisor can locate your plan. From there, we can specify a point of contact and phone number for you, as a participant, to call, and get specific information, and a statement, ...  (more)
    Answered Feb 2015
    Are you helping friends and clients find resources to engage into community impact?
    There's a resource link located at http://ofn.org/cdfi-locator that locates CDFI institutions in local neighborhoods. Hope this helps. It's grown a lot the past few years. ...  (more)
    Answered Feb 2015
    How can I start saving for retirement if I'm a college grad with few funds and no benefits?
    The consensus is in - Roth IRA. With after-tax contributions while you're in a low income tax bracket, you still remain eligible for the Retirement Contribution Savings Credit when you file taxes. Here's a link" http://www.irs.gov/Retirement-Plans/Plan-Participant,-Employee/Retirement-Topics-Retirem...  (more)
    Answered Feb 2015
    Does anyone know of a company that can invest my money in 100% of stock and 0% dividend i.e nothing to do with Interest?
    Mohammed, you have the American Funds New World fund available in your 401(k). That pays no interest and invests in diversified emerging markets companies. It's rated a Morningstar 5-star fund, with excellent performance in the past. By the way, your current defined contribution plan at New York Hos...  (more)
    Answered Jan 2015
    How does Minneapolis Portfolio Management Group compare to other managers?
    I would not recommend this firm to investors right now. There are value managers with better performance available. On their own website, they disclose that they've trailed their benchmark, the S&P 500, for the 1, 3, and 5-year periods ending Sep 2014. So assuming you're paying a premium for the...  (more)
    Answered Jan 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Oct 19, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        May 3, 2017
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Oct. 20, 2019
        • $22.1M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 78
          number of clients
        • $283.3K
          Estimated Average Account Balance Per Client

      Results Wealth Management, LLC

      Last updated on July 24, 2015
        • $4.4M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 2
          Accounts
        • $2.2M
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements