Wealth Architects, LLC

Wealth Architects, LLC is a fee‑based financial planning firm that serves individual and high‑net‑worth clients, offering fixed‑fee financial plans, educational seminars, and co‑advisory arrangements with third‑party money managers. The firm acts as an adviser and referral source rather than a custodian and does not directly hold client assets.

For investment implementation, the firm typically places clients on a third‑party platform (Matson Money) that follows modern‑portfolio/efficient‑market asset allocation and discretionary trading; Wealth Architects assists with client onboarding, periodic reviews, and delivery of disclosure materials while the third party executes trades and provides custodial statements. Financial plans are delivered on a fixed‑fee schedule and seminars or workshops are offered for educational purposes rather than transaction‑specific advice.

Noteworthy distinctions include documented affiliations with an accounting alliance and ongoing insurance activities, which the brochure discloses as creating potential referral opportunities and conflicts of interest that are mitigated through disclosure and client choice. The combination of a solo advisor model that relies on third‑party discretionary managers, the provision of paid educational workshops, and explicit ties to accounting and insurance businesses differentiates the firm from many similarly sized independent advisors.