Archetype Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Archetype Advisors is a boutique registered investment adviser that manages about $260 million for roughly 275 clients, primarily serving individual investors (including high‑net‑worth clients), as well as trusts, estates, pension and profit‑sharing plans, charitable organizations and business entities. The firm provides comprehensive financial planning and discretionary investment and wealth management services, and also offers specialized consultative engagements such as yacht ownership planning.
The firm describes a process‑driven, consultative approach that begins with a forensic examination of cash flows, risk and assets and uses algorithmic modeling and proprietary deterministic and stochastic “screens” to assess suitability. Portfolios are typically implemented with relatively low‑cost ETFs and guided by Archetype’s multi‑step EGPRIM planning framework, with ongoing monitoring (quarterly reviews and annual plan revisits) to align investments with each client’s plan.
Archetype sponsors its own wrap fee program, the Archetype Wealth Management Program, and states that it renders substantially all investment management on a wrap‑fee basis — a structural feature that is less common among similar advisers. The firm’s offering also includes atypical non‑investment services (notably yacht advisory planning) and receives custodial software and operational support from its clearing firm, arrangements the brochure discloses and describes.
Client services
Expertise
Fee options
Certain financial planning and consulting services offered on a fixed fee basis, individually negotiated
Account minimum: $6,000 annual fee minimum (may be waived at firm's discretion) Minimum fee: Generally seeks to impose a minimum annual fee of $6,000; minimums may be waived based on criteria Fee-only: Financial planning and consulting services provided on a fixed fee basis; fees individually negotiated
Main office
72 East State Street
Doylestown PA 18901
Advisors at this office
3
Most active in
Colorado · Florida · Illinois · Louisiana · Maryland · New Jersey · New York · North Carolina · Pennsylvania · 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.
Advisors at this firm
William L
CFP®, Series 66
Doylestown, PA
Archetype Advisors, LLC
William Lahr is a CFP® with 18 years of industry experience, currently serving as an advisor and managing member at Archetype Advisors, LLC in Doylestown, PA. He has held leadership roles at multiple entities, including Lahr Consulting, where he provides business development and sales strategy coaching. Archetype Advisors serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning and discretionary investment and wealth management services, utilizing a methodology that includes forensic cash-flow analysis and algorithmic modeling to construct portfolios primarily with low-cost ETFs while accommodating concentrated or private holdings.
Dennis B
CFP®, Series 63, Series 65
Doylestown, PA
Archetype Advisors, LLC
Dennis Beadle is a CFP® professional with 42 years of experience in the financial services industry. He has been with Archetype Advisors, LLC and United Planners' Financial Services since 2012. Archetype Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and discretionary investment management, using a process that includes forensic cash-flow analysis and algorithmic modeling, primarily implementing portfolios with low-cost exchange-traded funds while accommodating other holdings as needed.
Kevin B
Series 66
Doylestown, PA
Archetype Advisors, LLC
Kevin Blain is a financial advisor at Archetype Advisors, LLC with seven years of industry experience. He previously worked at Commonwealth Financial Network, Citizens Securities, Inc., and Connex Credit Union. He holds a Series 66 designation. Archetype Advisors is a boutique registered investment adviser managing approximately $260 million for around 275 clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary investment management, employing a process-driven approach that uses algorithmic modeling and proprietary screening tools to guide portfolio construction and ongoing monitoring.
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