Richard Archer
Archer Investment Management · Austin, Texas
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.
Request an introduction to Richard →
Facts
| Firm | Archer Investment Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $370.8M across 2,174 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IN, TX · CRD 2639749 |
| Exams passed | Series 66 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.archerim.com |
How Richard's firm compares
- Archer Investment Management's average account is about $171,000, from its Form ADV (assets managed divided by 2,174 accounts).
Request an introduction to Richard
Tell Richard a little about what you're looking for. Richard 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 Richard
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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.