Emily Rassam
Archer Investment Management · Austin, Texas
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.
Request an introduction to Emily →
Specialties
Who they serve
- Tech employees
- Retirees
- Pre-retirees
- High earners
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 |
| Accepting new clients | Yes |
| Assets under management | $370.8M across 2,174 accounts |
| Credentials | AIFA · CDAA · CFP · CRPS |
| SEC registration | Investment adviser representative in NC, TX · CRD 5365217 |
| Exams passed | Series 63 (2007) · Series 65 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | archerim.com |
| Profile |
How Emily's firm compares
- Archer Investment Management's average account is about $171,000, from its Form ADV (assets managed divided by 2,174 accounts).
Request an introduction to Emily
Tell Emily a little about what you're looking for. Emily isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Emily
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Archer Investment Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.