Archer Pointe Wealth Management, LLC

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Client assets under management

$181,658,000

Clients

104

58% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,746,712

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

Financial planning Portfolio management

Expertise

Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Debt management Cash flow / budgeting Charitable giving & philanthropy

Occupation focus

Retired Founder/Business Owner Executive

Fee options

Fixed

Financial plan fees can be fixed fees typically between $3,500 and $10,000; Retirement Plan Services billed on hourly or flat fee basis

Project-based

Hourly planning and advising rates between $100 and $500 per hour, billed in 10-minute increments

Other

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 location

Archer Pointe Wealth Management, LLC

231 D Street, Suite D

Davis CA 95616, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is not 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.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 530-280-7340

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.

Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Debt management Cash flow / budgeting Charitable giving & philanthropy Retired Founder/Business Owner Executive

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.

Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Debt management Cash flow / budgeting Charitable giving & philanthropy Retired Founder/Business Owner Executive

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