ARCHVEST WEALTH ADVISORS, INC.
SEC RegisteredWhat we do is provide peace of mind.
About the firm
Archvest Wealth Advisors is a comprehensive financial planning firm with specialized services focused on the four pillars of planning: investments, estate, taxes, and insurance. As fiduciary financial planners, they work alongside other professionals including CPAs and attorneys to develop personalized strategies for their clients. They limit the number of clients they serve in order to remain available to listen, plan, and guide.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Estate planning (wills, trusts, powers of attorney), insurance planning, investment management (asset allocation, portfolio diversification), and tax planning (retirement plans, asset sales/exchanges, generational gifting), with collaboration from CPAs, attorneys, Enrolled Agents, and other certified professionals.
Who they serve
Individual clients with unique financial goals, assessed based on their individual circumstances, personal needs, and long-term goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 135 | $28M |
| High Net Worth Individuals | 173 | $334M |
| Pension/Profit Sharing Plans | 1 | $2.1M |
| Charitable Organizations | 30 | $17M |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,001 to $2,000,000 | 0.90% |
| $2,000,001 to $3,000,000 | 0.80% |
| $3,000,001 to $4,000,000 | 0.70% |
| $4,000,001 to $5,000,000 | 0.60% |
| $5,000,001 to $10,000,000 | 0.50% |
| Above $10,000,000 | 0.00% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARCHVEST WEALTH ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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