# Emily Rassam

> Emily Rassam is a fee-only financial advisor at Archer Investment Management in Austin, Texas, who holds the AIFA, CDAA and CFP credentials. Emily charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning, equity compensation and tax planning.

Page: https://find.wellspent.co/advisors/emily-rassam/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Archer Investment Management
- **Based in:** Austin, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $370.8M across 2,174 accounts
- **Credentials:** AIFA, CDAA, CFP, CRPS
- **Specialties:** Retirement planning, Equity compensation, Tax planning, Estate & legacy planning, Retirement with concentrated positions, Pension planning
- **Works with:** Tech employees, Retirees, Pre-retirees, High earners
- **CRD:** 5365217 (https://adviserinfo.sec.gov/individual/summary/5365217)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 63 (2007), Series 65 (2008)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://archerim.com

## Frequently asked questions

### Is Emily Rassam a fee-only financial advisor?

Yes. Emily Rassam is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Emily's firm.

### How does Emily charge for financial advice?

Emily charges a percentage of assets.

### How much does Emily charge?

According to Archer Investment Management's website, checked October 28, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Does Emily work with clients virtually?

Yes. Archer Investment Management says on its website that it works with clients remotely.

### Where is Emily Rassam based?

Emily Rassam is based in Austin, Texas.

### What does Emily specialize in?

Emily's specialties include retirement planning, equity compensation, tax planning, estate & legacy planning, retirement with concentrated positions and pension planning. Emily works with tech employees, retirees, pre-retirees and high earners.

### What credentials does Emily Rassam hold?

Emily Rassam holds the AIFA, CDAA, CFP and CRPS credentials.

### Is Emily Rassam registered with the SEC?

Yes. Emily Rassam is registered as an investment adviser representative in NC and TX (CRD 5365217), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Archer Investment Management manage?

Archer Investment Management reports $370.8M across 2,174 accounts in assets under management.

### How do I contact Emily Rassam?

Through Emily's website, archerim.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39451): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://archerim.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.