Archvest Wealth Advisors, Inc. fees and pricing
Financial planner in Concord, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Archvest Wealth Advisors, Inc. charges $550 an hour and an annual fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $550/hr
“These fees are negotiable, but generally are provided for $550 per hour.”
- Annual fee
- $2,000/yr
“The annual fee will be $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Archvest Wealth Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The terms and conditions of the financial planning and/or consulting engagement are set forth in the Advisory Agreement and Archvest generally requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
- “The outstanding balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
- “In the event the Advisory Agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
How Archvest Wealth Advisors, Inc.’s fees compare
- Its hourly rate of $550 is above the California median of $300. 94% of the 932 other California planners that publish an hourly rate charge less.
- Its annual fee of $2,000 is below the California median of $6,250. 14% of the 224 other California planners that publish an annual fee charge less.
About Archvest Wealth Advisors, Inc.
“Archvest offers a variety of advisory services, which include financial planning and consulting, investment management services and family office services.”
- Principal: Eric T. Lai
- Firm size: 7 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 308
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, and other services
- Assets managed
- $387,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172087
- Phone
- (925) 215-5600
Can advise clients in 4 states: California, Florida, New York, Texas
Other planners in Concord that publish fees
- Index Gurus, Inc.Concord$300/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
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.