Archer Pointe Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Archer Pointe provides financial planning, investment management, and ongoing wealth management to individuals, couples, families, high-net-worth clients, trusts, estates, and retirement plans. The firm also offers retirement-plan fiduciary services and limited-scope hourly engagements, and operates as a fee-only adviser that does not sell commissioned investment products.
The firm’s advice is tailored to each client and typically centers on diversified asset-allocation strategies implemented mainly via no-load mutual funds and ETFs, model portfolios, and occasional use of unaffiliated independent managers. Archer Pointe generally seeks discretionary authority to manage accounts, emphasizes long-term purchasing-power preservation, tax-aware portfolio management, and rebalancing within an investment policy framework.
Compared with many peers, Archer Pointe’s client mix and pricing are noteworthy: it explicitly serves pooled investment vehicles through retirement-plan fiduciary engagements (a relatively uncommon service among supported firms) and does not rely on percentage-of-assets fees, instead using flat-retainer, fixed-project, or hourly arrangements. The firm also highlights fee-only independence, adherence to a fiduciary oath, and disclosure of risks related to third-party service providers’ use of artificial intelligence and machine learning as part of its operational transparency.
Client services
Expertise
Occupation focus
Fee options
Financial plan fees can be fixed fees typically between $3,500 and $10,000; Retirement Plan Services billed on hourly or flat fee basis
Hourly planning and advising rates between $100 and $500 per hour, billed in 10-minute increments
Minimum fee: Investment Management minimum annual retainer fee of $3,500; Wealth Management minimum annual retainer fee of $7,500 (both at discretion of the firm) Fee-only: Financial planning fees typically between $3,500 and $10,000; hourly rates $100 to $500 per hour; Investment Management and Wealth Management fees are flat annual retainers paid quarterly, mutually agreed upon
Main office
231 D Street, Suite D
Davis CA 95616
Advisors at this office
2
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Eugene H
CFP®, Series 63, Series 66
Davis, CA
Archer Pointe Wealth Management, LLC
Eugene Hsu is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Archer Pointe Wealth Management, LLC. His prior roles include positions at Chamberlain Financial Planning & Wealth Management, Paragon Financial Services, and Commonwealth Financial Network. Outside of his advisory work, he serves as the treasurer for the Ben Ali Shrine Wrecking Crew. Archer Pointe Wealth Management provides financial planning, investment management, and wealth-management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm follows a predominantly passive investment approach focused on diversified portfolios, tax efficiency, and tailored recommendations based on clients’ goals and risk tolerance.
Gary C
CFP®, Series 65
Davis, CA
Archer Pointe Wealth Management, LLC
Gary Cohen is a CFP® with 14 years of industry experience, currently serving at Archer Pointe Wealth Management, LLC since 2020. He previously worked at Libra Wealth LLC and Chamberlain Financial Planning LLC. Archer Pointe Wealth Management provides financial planning, investment management, and wealth-management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes a predominantly passive investment approach, using diversified portfolios with no-load mutual funds and ETFs, and offers a mix of discretionary and non-discretionary services with fee-only arrangements.
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