Financial Architects, LLC
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About
Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm typically develops a client-specific Financial Profile and Investment Plan that it implements on an ongoing basis, and it also delivers standalone written financial plans and consulting engagements.
Investment decision-making is grounded in academic research: portfolios are implemented primarily with low-cost mutual funds and ETFs, with deliberate factor tilts toward value and momentum and an intentional bias to smaller-company exposure for added diversification. Portfolios emphasize broad diversification and low turnover, may include modest allocations to alternatives and TIPS, and use opportunistic tax-loss harvesting while acknowledging the potential for tracking error versus common benchmarks.
Noteworthy aspects of the firm include a compact three-advisor team managing roughly $199 million for about 100 clients and a practice design that commonly links ongoing portfolio management to an initial planning engagement. The firm manages all assets on a discretionary basis, treats cash as part of its fixed-income allocation (including cash in reported assets under management), provides non-investment consulting and industry training through senior staff, and does not vote proxies for client securities.
Client services
Expertise
Fee options
Typically $6,000 for comprehensive financial planning services (may vary based on complexity)
$0 - $2,000,000: 1.00% annually $2,000,001+: 0.50% annually
$500 per hour for general consulting services
Account minimum: $2,000,000
Main office
302 Creekstone Ridge
Woodstock GA 30188
Advisors at this office
3
Most active in
Florida · Georgia · 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.
Quick links
Advisors at this firm
Anitha R
CFP®
Woodstock, GA
Financial Architects, LLC
Anitha Rao is a CFP® professional with 16 years of industry experience, currently serving at Financial Architects, LLC since 2005. She is based in Woodstock, GA. Financial Architects serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm employs an investment approach grounded in academic research, focusing on low-cost mutual funds and ETFs with factor tilts and broad diversification.
David H
CFP®, CFA®, ChFC®, Series 63, Series 65
Woodstock, GA
Financial Architects, LLC
David Hultstrom is a financial advisor at Financial Architects, LLC in Woodstock, GA, with 23 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has been with Financial Architects since 2005. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is grounded in academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative allocations.
Kaitlyn B
CFP®
Woodstock, GA
Financial Architects, LLC
Kaitlyn Barnes is a CFP® professional with nine years at Financial Architects, LLC and a total of four years in the financial industry. She previously worked at Suntrust Bank and Kennesaw State University. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is based on academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative exposures.
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