Dennis Beadle
Archetype Advisors · Glens Falls, New York
Dennis Beadle is a fee-only financial advisor at Archetype Advisors in Glens Falls, New York, who holds the CFP credential. Archetype Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Archetype Advisors |
|---|---|
| Based in | Glens Falls, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $260M across 505 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 1137908 |
| Exams passed | Series 63 (1984) · Series 65 (1992) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.archetypeadvisor.com |
How Dennis's firm compares
- Archetype Advisors's average account is about $515,000, from its Form ADV (assets managed divided by 505 accounts).
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Questions about Dennis
Is Dennis Beadle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Archetype Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis's firm, Archetype Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dennis Beadle based?
Dennis Beadle is based in Glens Falls, New York.
What credentials does Dennis Beadle hold?
Dennis Beadle holds the CFP credential.
Is Dennis Beadle registered with the SEC?
Yes. Dennis Beadle is registered as an investment adviser representative in PA (CRD 1137908), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Archetype Advisors manage?
Archetype Advisors reports $260M across 505 accounts in assets under management.
How do I contact Dennis Beadle?
Through Dennis's website, www.archetypeadvisor.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
- 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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