Archambo Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Archambo Financial Advisors, Inc. provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, managing roughly $163 million in client assets. Services include individualized investment supervisory services and written financial plans addressing taxes, retirement, insurance, and estate considerations, with advisory fees charged as a percentage of assets under management.
The firm builds client-specific investment policies through personal discussions and implements them on a discretionary basis, employing a mix of analytic methods — including fundamental, technical, quantitative and charting analyses — and both long‑ and short‑term trading strategies. Accounts are monitored continuously and reviewed at least annually, and clients receive periodic performance and holdings reports.
Archambo’s brochure highlights several atypical affiliations: its investment professionals are also registered representatives of an affiliated broker‑dealer and the firm relies on that broker‑dealer and its clearing partner for trade execution, custody-related services and performance reporting, arrangements the brochure discloses can lead to separate commission compensation for non‑advisory transactions. The firm also has an ownership link to a local accounting firm (with cross‑referrals disclosed and an accounting principal spending a substantial portion of her time in that practice) and at least one advisor holds life and health insurance licensure and may receive insurance commissions; the brochure describes these relationships and the firm’s policies to address resulting conflicts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000.01 - $2,000,000: 0.80% $2,000,000.01+: 0.60%
$200 per hour starting rate for financial planning services
Account minimum: $1,000,000 Minimum fee: $500 per year minimum fee
Main office
310 South Osage
Bartlesville OK 74003
Advisors at this office
3
Most active in
Oklahoma
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Aaron A
CFP®, Series 63, Series 65
Bartlesville, OK
Archambo Financial Advisors, Inc.
Aaron Archambo is a CFP® professional with 28 years of industry experience. He has been with Archambo Financial Advisors, Inc. since 2004 and also worked at Dominion Investor Services, Inc. from 1995 to 2023. The firm provides discretionary investment supervisory services and financial planning primarily to individual clients, including high-net-worth households. It manages approximately $157 million in client assets and employs a range of analytical approaches and asset-allocation strategies tailored to client-specific investment policies.
Jonathan R
Series 66
Bartlesville, OK
Archambo Financial Advisors, Inc.
Jonathan Russell is a financial advisor with Archambo Financial Advisors, Inc. in Bartlesville, OK, holding a Series 66 designation and four years of industry experience. His work history includes roles at Calton & Associates, Dominion Investor Services, and OPS Sales Company. Outside of advising, he owns JMR Land & Livestock, a business that buys and resells livestock with contracted management. Archambo Financial Advisors provides discretionary investment supervisory services and financial planning primarily to individual clients, including high-net-worth households. The firm manages approximately $157 million in client assets using a variety of analytical and asset-allocation strategies tailored to client-specific investment policies.
Deborah M
Series 66
Bartlesville, OK
Archambo Financial Advisors, Inc.
Deborah Mueggenborg is a financial advisor at Archambo Financial Advisors, Inc. with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including Calton & Associates, Inc. and Dominion Investor Services, Inc. Outside of her advisory role, she serves as a director on the BancFirst Advisory Board. Archambo Financial Advisors provides discretionary investment supervisory services and financial planning primarily to individual clients, including high-net-worth households. The firm manages approximately $157 million in client assets, employing client-specific investment policies developed through detailed interviews and a combination of analytical approaches and asset-allocation strategies.
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