Archer Pointe Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$185,573,000
Total clients
104
58% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
52
Average account size
$1,784,356
About
Archer Pointe provides financial planning, investment management, and ongoing wealth management to individuals, couples, families, high-net-worth clients, trusts, estates, and retirement plans. The firm also offers retirement-plan fiduciary services and limited-scope hourly engagements, and operates as a fee-only adviser that does not sell commissioned investment products.
The firm’s advice is tailored to each client and typically centers on diversified asset-allocation strategies implemented mainly via no-load mutual funds and ETFs, model portfolios, and occasional use of unaffiliated independent managers. Archer Pointe generally seeks discretionary authority to manage accounts, emphasizes long-term purchasing-power preservation, tax-aware portfolio management, and rebalancing within an investment policy framework.
Compared with many peers, Archer Pointe’s client mix and pricing are noteworthy: it explicitly serves pooled investment vehicles through retirement-plan fiduciary engagements (a relatively uncommon service among supported firms) and does not rely on percentage-of-assets fees, instead using flat-retainer, fixed-project, or hourly arrangements. The firm also highlights fee-only independence, adherence to a fiduciary oath, and disclosure of risks related to third-party service providers’ use of artificial intelligence and machine learning as part of its operational transparency.
Client services
Expertise
Occupation focus
Fee options
Financial plan fees can be fixed fees typically between $3,500 and $10,000; Retirement Plan Services billed on hourly or flat fee basis
Hourly planning and advising rates between $100 and $500 per hour, billed in 10-minute increments
Minimum fee: Investment Management minimum annual retainer fee of $3,500; Wealth Management minimum annual retainer fee of $7,500 (both at discretion of the firm) Fee-only: Financial planning fees typically between $3,500 and $10,000; hourly rates $100 to $500 per hour; Investment Management and Wealth Management fees are flat annual retainers paid quarterly, mutually agreed upon
Main office location
Archer Pointe Wealth Management, LLC
231 D Street, Suite D
Davis CA 95616, United States
Number of offices
2
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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