ARCHER WEALTH ADVISORS

Overview

Archer Wealth Advisors is an independent registered investment adviser that serves both individual and family clients as well as select institutional relationships. The firm provides comprehensive financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator by selecting and overseeing third‑party advisers. Its business model combines fee‑based portfolio management (percentage of AUM) with hourly and fixed‑fee planning engagements, allowing for flexible client billing arrangements. Investment activity is centered on pooled public vehicles and separately managed accounts, with the adviser taking a manager‑of‑managers approach when appropriate. The firm lists an accountant among its industry affiliations, which suggests integration with tax and accounting resources when building client plans. Archer Wealth Advisors does not identify as an active ESG investor and is not registered as a multi‑state adviser in the materials provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices