FINANCIAL ARCHITECTS, LLC

RIASEC RegisteredEst. 2022

Total AUM

$199M

Discretionary

$199M

100% of AUM

Avg account

$577K

Accounts

345

Employees

Advisory reps

Firm details

Headquarters: WOODSTOCK, Georgia
CRD number: 116027
Registered since: May 12, 2022
Website: www.financialarchitectsllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.15%
Individuals8.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Financial Architects, LLC is an independent, SEC‑registered RIA organized as a limited liability company and registered in 2022. The firm is owned by an individual and serves primarily individual and family clients with a mix of financial planning and portfolio management services. Its advisory offering covers financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for businesses or institutions. Compensation is flexible: the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee arrangements for certain engagements. The firm describes itself as an active ESG investor, integrating environmental, social, and governance considerations into its process. Financial Architects does not act as a capital allocator or related adviser, and it does not operate as a multi-state adviser under the snapshot data provided.