# Eric Lai

> Eric Lai is a fee-only financial advisor at Archvest Wealth Advisors in Concord, California, who holds the CFP credential. Archvest Wealth Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-lai/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Archvest Wealth Advisors
- **Based in:** Concord, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $387M across 316 accounts
- **Credentials:** CFP
- **CRD:** 4726336 (https://adviserinfo.sec.gov/individual/summary/4726336)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2003)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.archvest.com

## Frequently asked questions

### Is Eric Lai a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Archvest Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric's firm, Archvest Wealth Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Eric Lai based?

Eric Lai is based in Concord, California.

### What credentials does Eric Lai hold?

Eric Lai holds the CFP credential.

### Is Eric Lai registered with the SEC?

Yes. Eric Lai is registered as an investment adviser representative in CA and TX (CRD 4726336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Archvest Wealth Advisors manage?

Archvest Wealth Advisors reports $387M across 316 accounts in assets under management.

### How do I contact Eric Lai?

Through Eric's website, www.archvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4726336): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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