Archer Wealth Advisors logo

Archer Wealth Advisors

Updated today

Client assets under management

$76,455,838

Clients

127

13% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

42

Typical

Average account size

$602,014

About

Archer Wealth Advisors provides financial planning and ongoing portfolio management primarily to individual and high‑net‑worth clients, and also serves small businesses. Services described in the brochure include retirement-plan advice, cash‑flow and tax‑aware planning, special‑needs and divorce planning, and access to insurance solutions alongside tax return preparation referrals.

The firm’s investment process centers on quantitative analysis and Modern Portfolio Theory, building portfolios from ETFs, mutual funds, individual equities and fixed income and managing accounts on both discretionary and non‑discretionary bases. It also uses technical analysis for some portfolios, may recommend sub‑advisers for certain strategies, and delivers custodian‑generated performance reports to clients.

Notable distinctions are its affiliation with an accounting practice, Archer Strategic Advisors, PLLC, which receives referrals and handles business or extensive tax engagements while firm principals devote material time to that related entity. The firm also advertises its performance results — a practice that is uncommon among similar supported firms — and reported about $79.6 million in assets under management as of December 31, 2025 while operating with a three‑advisor team.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Divorce financial planning

Fee options

Fixed

Fixed fee planning services typically ranging from $1,000 to $5,000 per engagement

Percentage

$0 - $999,999: 1.50% annually $1,000,000 - $2,999,999: 1.20% annually $3,000,000 - $4,999,999: 1.00% annually $5,000,000+: 0.875% annually

Project-based

$250 per hour for limited planning engagements and Washington residents

Other

Fee-only: Fixed fee planning services from $1,000 to $5,000 per engagement; Hourly fee planning services at $250 per hour

Main office location

Archer Wealth Advisors

418 E Lakeside Ave, Suite 6

Coeur D'alene ID 83814, United States

Number of offices

1

Most active in

California · Idaho · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jackson Y

CFA®, Series 65

Coeur D'alene, ID

Archer Wealth Advisors

Jackson Yenor is a CFA® charterholder with four years of industry experience. He is currently with Archer Wealth Advisors and also serves as a Senior Analyst and Fractional CFO at Archer Strategic Advisors, PLLC, where he focuses on accounting, tax strategy, and compliance. Prior to joining Archer Wealth Advisors, Yenor worked at Tumwater Wealth Management and held roles at the Association of Classical Christian Schools and Ashland University. Archer Wealth Advisors provides financial planning and portfolio management primarily to individual and high-net-worth clients, as well as small businesses. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers services including retirement, tax-aware, special-needs, and divorce planning.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Divorce financial planning
user avatar

Skyler K

Series 65

Coeur D'alene, ID

Archer Wealth Advisors

Skyler Kressin is a financial advisor at Archer Wealth Advisors with a Series 65 credential and one year of industry experience. He has prior experience at Talley, LLP and serves as CEO and CPA of Archer Strategic Advisors, PLLC, an accounting services firm. Archer Wealth Advisors provides financial planning and portfolio management primarily to individual and high-net-worth clients, as well as small businesses. The firm employs quantitative analysis and Modern Portfolio Theory to construct portfolios and offers services including retirement planning, tax-aware strategies, and access to insurance solutions.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Divorce financial planning
user avatar

John S

CFP®, Series 66

Coeur D'alene, ID

Archer Wealth Advisors

John Schannep is a CFP® professional with 13 years of industry experience, currently affiliated with Archer Wealth Advisors in Coeur D'Alene, ID. His prior roles include positions at Southwest Investment Advisors, LPL Financial, and Orange Capital Management. In addition to his advisory work, Schannep is involved in an accounting practice focused on tax strategy through Archer Strategic Advisors, PLLC. Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, offering financial planning and portfolio management that incorporates quantitative analysis and Modern Portfolio Theory. The firm integrates investment management with tax and accounting services through its affiliation with Archer Strategic Advisors, PLLC.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Divorce financial planning
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