Advisor at Archambo Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Archambo Financial Advisors, Inc.
Location
Bartlesville, OK 74003
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Aaron Archambo is a CFP® professional with 28 years of industry experience. He has been with Archambo Financial Advisors, Inc. since 2004 and also worked at Dominion Investor Services, Inc. from 1995 to 2023. The firm provides discretionary investment supervisory services and financial planning primarily to individual clients, including high-net-worth households. It manages approximately $157 million in client assets and employs a range of analytical approaches and asset-allocation strategies tailored to client-specific investment policies.
Based on Archambo Financial Advisors, Inc.
$0 - $1,000,000: 1.00% $1,000,000.01 - $2,000,000: 0.80% $2,000,000.01+: 0.60%
$200 per hour starting rate for financial planning services
Account minimum: $1,000,000 Minimum fee: $500 per year minimum fee
310 S Osage
Bartlesville, OK 74003
Oklahoma
Calton & Associates, Inc.
2023 - Present (3 years)
Archambo Financial Advisors, Inc.
2004 - Present (22 years)
Dominion Investor Services, Inc.
1995 - 2023 (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Bartlesville, OK
Servant Wealth Management, LLC
Series 63, Series 65
Bartlesville, OK
Family Faith & Finance Asset Management
CFP®, Series 65
Bartlesville, OK
Revo Financial, LLC
CFP®, Series 66
Bartlesville, OK
First Investment Corporation
CFP®, Series 66
Bartlesville, OK
Revo Financial, LLC
Series 66
Bartlesville, OK
First Investment Corporation
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