Becky Vasquez
Three Arch Wealth Management · Irvine, California
Becky Vasquez is a fee-only financial advisor at Three Arch Wealth Management in Irvine, California, who holds the CFP credential. Becky focuses on retirement planning, tax planning and estate & legacy planning. Three Arch Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
- Founders
- Executives
- Tech employees
- Physicians
Facts
| Firm | Three Arch Wealth Management |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $662.4M across 826 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2554231 |
| Exams passed | Series 65 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.threearchwealth.com |
| Profile |
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Questions about Becky
Is Becky Vasquez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Becky holds no broker registration, and Three Arch Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Becky charge for financial advice?
Becky's firm, Three Arch Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
How much does Becky charge?
According to Three Arch Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Becky Vasquez based?
Becky Vasquez is based in Irvine, California.
What does Becky specialize in?
Becky's specialties include retirement planning, tax planning, estate & legacy planning and founders (pre-exit). Becky works with retirees, pre-retirees, high earners, founders and executives.
What credentials does Becky Vasquez hold?
Becky Vasquez holds the CFP credential.
Is Becky Vasquez registered with the SEC?
Yes. Becky Vasquez is registered as an investment adviser representative in CA and TX (CRD 2554231), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Three Arch Wealth Management manage?
Three Arch Wealth Management reports $662.4M across 826 accounts in assets under management.
How do I contact Becky Vasquez?
Through Becky's website, www.threearchwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Three Arch Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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