Archer Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$76,455,838
Clients
127
Advisors
3
of 5 employees
About
Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, offering comprehensive financial planning (cash flow, retirement, tax strategies, estate and special-needs planning, employee benefits, and divorce planning) and ongoing portfolio management and investment consultation. The firm provides customized written plans and implements investment strategies on a discretionary or non‑discretionary basis, and may recommend institutional sub‑advisers when appropriate.
The firm’s investment approach emphasizes quantitative analysis and Modern Portfolio Theory, with occasional use of technical analysis and explicit scenario analysis and stress testing to address tail‑risk and “black swan” events. Portfolios typically use ETFs, mutual funds, individual equities and fixed income, and the firm relies on its custodian’s trading, rebalancing and reporting technology to deliver custodian‑generated quarterly performance reports.
Noteworthy distinctions include an affiliated accounting practice under common control that provides tax return preparation and handles referrals for business clients or complex tax needs, with firm principals spending material time supporting that related entity. The firm also advertises performance results and, despite having launched recently, manages roughly $79.6 million with a three‑advisor team and maintains an in‑house licensed insurance agent who can arrange insurance and annuity contracts.
Client services
Expertise
Occupation focus
Fee options
Fixed fee planning services ranging from $1,000 to $5,000
$0 - $999,999: 1.50% annually $1,000,000 - $2,999,999: 1.20% annually $3,000,000 - $4,999,999: 1.00% annually $5,000,000+: 0.875% annually
$250 per hour, billed in six-minute increments
Main office
418 E Lakeside Ave, Suite 6
Coeur D'Alene ID 83814
Advisors at this office
3
Most active in
California · Idaho · Texas · Washington
Also doing business as
Archer Wealth Advisors · Archer Wealth Advisors, LLC · Lineman Financial
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
Advisors at this firm
Jackson Y
CFA®, Series 65
Coeur D'Alene, ID
Archer Wealth Advisors
Jackson Yenor is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Archer Wealth Advisors. He has previously worked at Tumwater Wealth Management and holds experience in accounting and tax strategy through his role as a fractional CFO and senior analyst at Archer Strategic Advisors, PLLC. Yenor’s background also includes roles at the Association of Classical Christian Schools and Ashland University. Archer Wealth Advisors serves individual and high-net-worth clients, as well as small businesses, providing comprehensive financial planning and portfolio management. The firm utilizes quantitative analysis and Modern Portfolio Theory in its investment approach and operates an affiliated accounting practice to support complex tax needs and referrals.
Skyler K
Series 65
Coeur D'Alene, ID
Archer Wealth Advisors
Skyler Kressin is a Series 65-licensed financial advisor at Archer Wealth Advisors with two years of industry experience. He also serves as CEO and CPA at Archer Strategic Advisors, PLLC, an accounting services firm. Previously, he worked at Talley, LLP for seven years. Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm’s investment approach incorporates quantitative analysis and Modern Portfolio Theory, utilizing a range of investment vehicles and technology-driven reporting.
John S
CFP®, Series 66
Coeur D'Alene, ID
Archer Wealth Advisors
John Schannep is a CFP® with 14 years of experience, currently with Archer Wealth Advisors in Coeur D'Alene, ID. He has previously worked at LPL Financial, Southwest Investment Advisors, and Orange Capital Management. In addition to his advisory role, he is involved in an affiliated accounting practice focusing on tax strategy. Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm emphasizes quantitative analysis and Modern Portfolio Theory, offering customized plans and investment strategies supported by institutional sub-advisers when appropriate.
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