Archer Pointe Wealth Management, LLC fees
Financial planner in Davis, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Archer Pointe Wealth Management, LLC (Davis, CA) charges a flat or project fee of $3,500-$10,000 and an annual fee from $3,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change.
- Flat or project fee
- $3,500-
$10,000 Runs from below the California median of $5,000 to above it.
“Typically, the financial plan fee is between $3,500 and $10,000 but can be more or less depending on the client’s situation and is mutually agreed to at the onset of this service.”
- Annual fee
- From $3,500/yr
Starts at $3,500; the California median is $8,483.
“There is a minimum annual retainer fee of $3,500 at the discretion of the firm.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- The brochure says there is no minimum
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
- Registered since
- 2020 (6 years)
How Archer Pointe Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If mutually agreed upon, we may invoice the client directly for the payment of our fee.”
- “Retirement Plan Services are billed on an hourly or flat fee basis depending on the services requested and agreed to by the client prior to the onset of the services.”
About Archer Pointe Wealth Management, LLC
“Archer Pointe provides personalized confidential financial planning, investment management, and wealth management services to individuals, couples, families, high net worth individuals, trusts, estates, and retirement plans.”
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and annual planning fees
- Clients
- 104
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $186 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 12, 2026
- CRD number
- 308777 (opens in new tab)
- Phone
- (530) 280-7340
Registered or notice filed in 2 states: California, Texas
Other planners in Davis that publish fees
- Sorunke Wealth AdvisorsDavisHourly $495/hr, Flat $6,995
- Van Ham Wealth ManagementDavisFlat $400-$5,000
More planners in California that publish fees
- Douglas Brian NeylandSan DiegoHourly up to $150/hr
- G.C. Steele & CompanySolvangHourly $250-$350/hr, Flat $1,500-$6,000
- Wang Financial, LLCSanta BarbaraHourly $75-$400/hr
- Koch Capital Management LLCAlamoQuarterly $1,500-$5,000/qtr
- Fireside Financial Planning, Inc.San JoseHourly $250/hr
- Zealth Planning, LLCOntarioMonthly $10-$100/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.