Eric Lai
Archvest Wealth Advisors · Concord, California
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.
Request an introduction to Eric →
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 | $387M across 316 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4726336 |
| Exams passed | Series 65 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.archvest.com |
How Eric's firm compares
- Archvest Wealth Advisors's average account is about $1.2 million, from its Form ADV (assets managed divided by 316 accounts).
Request an introduction to Eric
Tell Eric a little about what you're looking for. Eric 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 Eric
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.
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.
See something wrong? Request a correction. Read our methodology.