# Richard Archer

> Richard Archer is a fee-only financial advisor at Archer Investment Management in Austin, Texas, who holds the CFP and CFA credentials. Archer Investment Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Archer Investment Management
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $370.8M across 2,174 accounts
- **Credentials:** CFP, CFA
- **CRD:** 2639749 (https://adviserinfo.sec.gov/individual/summary/2639749)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 66 (1999)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.archerim.com

## Frequently asked questions

### Is Richard Archer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Archer Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Richard charge for financial advice?

Richard's firm, Archer Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Richard Archer based?

Richard Archer is based in Austin, Texas.

### What credentials does Richard Archer hold?

Richard Archer holds the CFP and CFA credentials.

### Is Richard Archer registered with the SEC?

Yes. Richard Archer is registered as an investment adviser representative in IN and TX (CRD 2639749), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Richard Archer?

Through Richard's website, www.archerim.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2639749): 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.
