The Archer Consulting Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Archer Consulting Group provides advisory services to individuals (including high‑net‑worth clients) as well as institutional clients such as corporate pension and profit‑sharing plans, foundations, endowments, and trusts, offering investment management, financial planning, and qualified retirement plan consulting. The firm also offers standalone planning engagements and occasional expert‑witness services related to special‑needs planning.
ACG says it uses a systematic, scientific approach and acts as a fiduciary, developing individualized investment policy statements and managing portfolios on a discretionary basis with ongoing monitoring and quarterly reporting. It integrates third‑party managers and technology vendors into its workflow and provides participant education and plan‑committee support as part of its retirement plan consulting services.
What is noteworthy about ACG relative to many peers is that it offers investment management exclusively through a wrap fee program and discloses specific wrap‑program practices (including a policy against using mutual fund share classes that impose 12b‑1 fees within the wrap). The firm manages roughly $192 million of discretionary assets while operating with a small advisory team and also advises on an additional pool of third‑party‑managed assets, which, combined with its retirement plan services and occasional expert‑witness work, distinguishes its service mix from many similarly sized advisors.
Client services
Expertise
Fee options
Fixed fees for standalone financial planning, mutually agreed upon and payable 50% upfront and 50% on delivery
$0 - $10,000,000: 0.75% annually $10,000,001 - $15,000,000: 0.60% annually $15,000,001 - $20,000,000: 0.50% annually $20,000,001 - $25,000,000: 0.40% annually $25,000,001+: 0.30% annually
$250 per hour for additional consulting beyond initial 90 days support after financial plan presentment
Account minimum: $1,000,000 Minimum fee: Minimum fee for qualified retirement plan consulting services is negotiable Fee-only: Investment management fees charged as a wrap fee program (inclusive of brokerage commissions and transaction costs); standalone financial planning fees fixed or hourly; hourly consulting fees $250/hour
Main office
See office814 Canal Blvd
Thibodaux LA 70301
Advisors at this office
1
Offices (3)
Most active in
Idaho · Louisiana · Texas
Also doing business as
Archer Consulting Group, LLC · The Archer Consulting Group, 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Allan J
Series 66
New Braunfels, TX
The Archer Consulting Group, LLC
Allan Jaster is a financial advisor with The Archer Consulting Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with the firm since 2011. Outside of his advisory role, he serves as a Colonel in the United States Marine Corps. The Archer Consulting Group provides investment management, financial planning, and qualified retirement plan consulting to individuals, corporate plans, foundations, endowments, and trusts. The firm follows a scientific, systematic investment process under fiduciary standards and offers services primarily through a wrap fee program that includes discretionary portfolio management and specialized support such as expert witness work and special needs planning.
Jona H
Series 63, Series 65
Thibodaux, LA
The Archer Consulting Group, LLC
Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.
Matthew B
Series 65
Boise, ID
The Archer Consulting Group, LLC
Matthew Bishop is a Series 65 credentialed advisor with The Archer Consulting Group, LLC in Boise, ID. He has one year of industry experience and previously worked with Theodore John, LLC, Iron Mule, Inc., and Wompus, LLC DBA Cage Mule. The Archer Consulting Group provides advisory services to individuals, including high-net-worth clients, and institutional clients such as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm uses a systematic, scientific approach to investment management, financial planning, and retirement plan consulting, managing assets primarily through a wrap fee program while offering specialized services like expert-witness work related to special-needs planning.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)