Gary Cohen
Archer Pointe Wealth Management · Davis, California
Gary Cohen is a fee-only financial advisor at Archer Pointe Wealth Management in Davis, California, who holds the CFP credential. Archer Pointe Wealth Management reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Archer Pointe Wealth Management |
|---|---|
| Based in | Davis, California |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $185.6M across 376 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5971589 |
| Exams passed | Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | archerpointewm.com |
How Gary's firm compares
- Archer Pointe Wealth Management's average account is about $494,000, from its Form ADV (assets managed divided by 376 accounts).
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Questions about Gary
Is Gary Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Archer Pointe Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Archer Pointe Wealth Management, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Gary Cohen based?
Gary Cohen is based in Davis, California.
What credentials does Gary Cohen hold?
Gary Cohen holds the CFP credential.
Is Gary Cohen registered with the SEC?
Yes. Gary Cohen is registered as an investment adviser representative in CA (CRD 5971589), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Archer Pointe Wealth Management manage?
Archer Pointe Wealth Management reports $185.6M across 376 accounts in assets under management.
How do I contact Gary Cohen?
Through Gary's website, archerpointewm.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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