Archvest Wealth Advisors, Inc.

Archvest Wealth Advisors, Inc. is a registered investment adviser based in Concord, CA, established in August 2014. The firm offers financial planning, investment management, and family office services to individuals, investment companies, pension plans, trusts, and more. As of December 31, 2024, Archvest had $330 million of assets under management, with services provided on a discretionary and non-discretionary basis. Clients may engage the firm for financial planning, coaching, and consulting services, with fees negotiable at $550 per hour. Investment management fees are based on a tiered schedule ranging from 0.95% to 0.50% annually. The firm may recommend the use of CUNA Mutual and Charles Schwab Institutional for custody and brokerage services, with no commissions for online trades of equities, ETFs, and options. Archvest may also offer Family Office Services to ultra-high net worth clients, including bill pay and due diligence services. The firm operates as a fiduciary for retirement accounts, acting in the best interest of clients. Archvest does not provide performance-based fees and generally does not vote client securities. Clients may grant investment discretion to the firm, allowing Archvest to make investment decisions on their behalf.