A complete list of active advisors currently associated with Wealth Architects, LLC

Warmer can help you find a great advisor at Wealth Architects, LLC or one who fits your needs even better.

Wealth Architects, LLC is a fee‑based financial planning firm that serves individual and high‑net‑worth clients, offering fixed‑fee financial plans, educational seminars, and co‑advisory arrangements with third‑party money managers. The firm acts as an adviser and referral source rather than a custodian and does not directly hold client assets. For investment implementation, the firm typically places clients on a third‑party platform (Matson Money) that follows modern‑portfolio/efficient‑market asset allocation and discretionary trading; Wealth Architects assists with client onboarding, periodic reviews, and delivery of disclosure materials while the third party executes trades and provides custodial statements. Financial plans are delivered on a fixed‑fee schedule and seminars or workshops are offered for educational purposes rather than transaction‑specific advice. Noteworthy distinctions include documented affiliations with an accounting alliance and ongoing insurance activities, which the brochure discloses as creating potential referral opportunities and conflicts of interest that are mitigated through disclosure and client choice. The combination of a solo advisor model that relies on third‑party discretionary managers, the provision of paid educational workshops, and explicit ties to accounting and insurance businesses differentiates the firm from many similarly sized independent advisors.

To learn more about the advisors currently working at Wealth Architects, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.