Archstone Wealth Advisors, LLC
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About
Archstone Wealth Advisors serves individuals, families, trusts, businesses and estates through a small client roster. The firm provides comprehensive wealth management planning and investment management, along with project-based planning, financial reviews, tax preparation services, and educational seminars.
Portfolios and plans are tailored to each client’s tax situation, risk tolerance, time horizon and goals, with accounts generally managed on a discretionary basis and rebalanced when allocations drift about five percentage points from targets. The firm frequently recommends and coordinates with unaffiliated independent managers and incorporates tax planning into its ongoing advisory process.
Compared with many peers, Archstone emphasizes an integrated planning model that bundles tax preparation and investment management under its wealth management agreement rather than relying solely on a typical asset-under-management billing relationship. The firm also provides compensated federal benefits training through a third party and forwards proxy materials to clients for voting rather than voting proxies on their behalf.
Client services
Expertise
Fee options
Tax preparation base fee of $300; Financial Reviews base fee $1,250 (can vary up to $5,000 depending on complexity)
$0 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.65% Above $3,000,000+: 0.40%
$250 per hour for Project Planning Agreement engagements
Minimum fee: Base fee of $5,000 annually for Wealth Management Planning services Fee-only: Fee-only wealth management firm; no commissions received
Main office
2390 N Alma School Rd., Suite 115
Chandler AZ 85224
Advisors at this office
1
Most active in
Arizona
Also doing business as
Archstone Wealth Advisors · Archstone Wealth Advisors, LLC
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.
Forms ADV
Quick links
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