Archvest Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$362,100,000
Clients
308
Advisors
4
of 7 employees
About
Archvest serves individuals (including both non‑HNW and high‑net‑worth clients), retirement plan sponsors, trusts, estates, charitable organizations, corporations, business entities and a private fund. The firm provides financial planning and coaching, discretionary and non‑discretionary investment management, retirement plan consulting, and — since 2025 — family office services that include bill‑pay coordination and private investment due diligence.
Portfolios are customized to clients’ risk tolerance, time horizon and liquidity needs and are typically allocated among mutual funds, ETFs, individual debt and equity securities and independent managers, with ongoing monitoring by an internal investment committee. Archvest employs a blend of fundamental and cyclical analysis and conducts manager and alternative‑investment due diligence when recommending independent managers or held‑away/private investments.
Uncommon for a firm of its size, Archvest acts as adviser to an affiliated private fund (Archvest Private Fund I, LP), an arrangement that involves incentive compensation and additional custody and conflict‑of‑interest considerations. The firm also offers family office bill‑pay and due‑diligence services targeted to ultra‑high‑net‑worth clients and discloses potential use of borrowing and derivative‑related trading elements (e.g., margin costs and options contract fees) in client accounts.
Client services
Occupation focus
Fee options
Annual fixed financial planning fee of $2,000; initial onboarding fee for Family Office services charged hourly at $550/hour.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Generally $550 per hour for financial planning, coaching, consulting, and due diligence services.
Performance-based fees only apply as adviser to affiliated private fund, not for other client services.
Family Office Bill Pay services monthly fee starting at $6,000/month.
Minimum fee: Minimum annual fee of $10,000, may be waived at discretion Fee-only: Hourly fees generally $550/hour, fixed fees $2,000 annually for financial planning; Family Office Bill Pay services start at $6,000/month plus possible onboarding fees at $550/hour; Due Diligence services at $550/hour.
Main office
1390 Willow Pass Rd., #930
Concord CA 94520
Advisors at this office
4
Most active in
California · Florida · New York · Texas
Also doing business as
Archvest Family Office Services · Archvest Wealth Advisors, Inc.
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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
Brian K
Series 63, Series 65
Concord, CA
Archvest Wealth Advisors, Inc.
Brian Kavanaugh is a financial advisor at Archvest Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archvest since 2021. Prior to joining Archvest, he was involved in acting and coaching from 2019 to 2021 and has performed occasionally on television. Archvest Wealth Advisors serves individuals, including high-net-worth and ultra-high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of December 31, 2024.
Jill S
CFP®, Series 65
Concord, CA
Archvest Wealth Advisors, Inc.
Jill Shibuya is a CFP® with seven years of industry experience, currently serving as an advisor at Archvest Wealth Advisors, Inc. in Concord, CA, where she has worked since 2017. Prior to joining Archvest, she was self-employed from 2014 to 2018. Archvest Wealth Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and a private fund. The firm offers financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of December 31, 2024. Their investment approach involves tailored portfolios using fundamental and cyclical analysis with ongoing monitoring and quarterly reviews.
John W
CFP®, Series 65
Concord, CA
Archvest Wealth Advisors, Inc.
John Wenzel is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Archvest Wealth Advisors, Inc. since 2014 and previously worked at Grossman Financial Management from 2020 to 2021. Archvest Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers tailored financial planning, investment management, and family office services, managing approximately $330 million in client assets as of year-end 2024.
Eric L
CFP®, Series 65
Concord, CA
Archvest Wealth Advisors, Inc.
Eric Lai is a CFP® and holds a Series 65 license, with 22 years of industry experience. He has been with Archvest Wealth Advisors, Inc. since 2014 and previously worked at Grossman Financial Management from 2020 to 2021. Archvest Wealth Advisors serves individuals, including high-net-worth and ultra-high-net-worth clients, as well as various institutional clients. The firm offers comprehensive financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of the end of 2024.
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