Jill Shibuya
Archvest Wealth Advisors, Inc. · Concord, California
Jill Shibuya is a fee-only financial advisor at Archvest Wealth Advisors, Inc. in Concord, California, who holds the CFP and BS credentials. Jill focuses on estate & legacy planning and tax planning. Archvest Wealth Advisors, Inc. reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Archvest Wealth Advisors, Inc. |
|---|---|
| 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 · BS |
| SEC registration | Investment adviser representative in CA · CRD 6924355 |
| Exams passed | Series 65 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | archvest.com |
| Profile |
How Jill's firm compares
- Archvest Wealth Advisors, Inc.'s average account is about $1.2 million, from its Form ADV (assets managed divided by 316 accounts).
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Questions about Jill
Is Jill Shibuya a fee-only financial advisor?
Yes. Jill Shibuya 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 Jill's firm.
How does Jill charge for financial advice?
Jill's firm, Archvest Wealth Advisors, Inc., reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jill Shibuya based?
Jill Shibuya is based in Concord, California.
What does Jill specialize in?
Jill's specialties include estate & legacy planning and tax planning.
What credentials does Jill Shibuya hold?
Jill Shibuya holds the CFP and BS credentials.
Is Jill Shibuya registered with the SEC?
Yes. Jill Shibuya is registered as an investment adviser representative in CA (CRD 6924355), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Archvest Wealth Advisors, Inc. manage?
Archvest Wealth Advisors, Inc. reports $387M across 316 accounts in assets under management.
How do I contact Jill Shibuya?
Through Jill's website, archvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Archvest Wealth Advisors, Inc. 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.
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