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Archetype Advisors, LLC

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Client assets under management

$260,000,000

Clients

275

38% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

92

High

Average account size

$945,455

About

Archetype Advisors is a boutique registered investment adviser that manages about $260 million for roughly 275 clients, primarily serving individual investors (including high‑net‑worth clients), as well as trusts, estates, pension and profit‑sharing plans, charitable organizations and business entities. The firm provides comprehensive financial planning and discretionary investment and wealth management services, and also offers specialized consultative engagements such as yacht ownership planning.

The firm describes a process‑driven, consultative approach that begins with a forensic examination of cash flows, risk and assets and uses algorithmic modeling and proprietary deterministic and stochastic “screens” to assess suitability. Portfolios are typically implemented with relatively low‑cost ETFs and guided by Archetype’s multi‑step EGPRIM planning framework, with ongoing monitoring (quarterly reviews and annual plan revisits) to align investments with each client’s plan.

Archetype sponsors its own wrap fee program, the Archetype Wealth Management Program, and states that it renders substantially all investment management on a wrap‑fee basis — a structural feature that is less common among similar advisers. The firm’s offering also includes atypical non‑investment services (notably yacht advisory planning) and receives custodial software and operational support from its clearing firm, arrangements the brochure discloses and describes.

Client services

Financial planning Portfolio management Educational seminars or workshops Investment/business consulting

Expertise

General tax planning Wealth management Concentrated stock management

Fee options

Fixed

Certain financial planning and consulting services offered on a fixed fee basis, individually negotiated

Other

Account minimum: $6,000 annual fee minimum (may be waived at firm's discretion) Minimum fee: Generally seeks to impose a minimum annual fee of $6,000; minimums may be waived based on criteria Fee-only: Financial planning and consulting services provided on a fixed fee basis; fees individually negotiated

Main office location

Archetype Advisors, LLC

72 East State Street

Doylestown PA 18901, United States

Number of offices

1

Most active in

More info

Colorado · Florida · Illinois · Louisiana · Maryland · New Jersey · New York · North Carolina · Pennsylvania · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 215 558 5500

Advisors at this firm

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user avatar

William L

CFP®, Series 66

Doylestown, PA

Archetype Advisors, LLC

William Lahr is a CFP® with 18 years of industry experience, currently serving as an advisor and managing member at Archetype Advisors, LLC in Doylestown, PA. He has held leadership roles at multiple entities, including Lahr Consulting, where he provides business development and sales strategy coaching. Archetype Advisors serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning and discretionary investment and wealth management services, utilizing a methodology that includes forensic cash-flow analysis and algorithmic modeling to construct portfolios primarily with low-cost ETFs while accommodating concentrated or private holdings.

General tax planning Wealth management Concentrated stock management
user avatar

Dennis B

CFP®, Series 63, Series 65

Doylestown, PA

Archetype Advisors, LLC

Dennis Beadle is a CFP® professional with 42 years of experience in the financial services industry. He has been with Archetype Advisors, LLC and United Planners' Financial Services since 2012. Archetype Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and discretionary investment management, using a process that includes forensic cash-flow analysis and algorithmic modeling, primarily implementing portfolios with low-cost exchange-traded funds while accommodating other holdings as needed.

General tax planning Wealth management Concentrated stock management
user avatar

Andrew B

CFP®, Series 63, Series 66

Doylestown, PA

Archetype Advisors, LLC

Andrew Bucksner is a CFP® professional with 10 years of experience in financial advising. He is currently with Archetype Advisors, LLC, where he has worked since 2020. His prior experience includes roles at Lincoln Investment Planning, KeyBank, TIAA, Vanguard Marketing Corporation, and PNC. Archetype Advisors serves individuals, including high-net-worth and non-HNW clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and discretionary investment management, using a process that emphasizes forensic cash-flow analysis, algorithmic modeling, and low-cost ETFs, while also offering specialized consulting such as yacht advisory planning.

General tax planning Wealth management Concentrated stock management
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