Samuel Everett
Archway Wealth Management · Kirkwood, Missouri
Samuel Everett is a fee-only financial advisor at Archway Wealth Management in Kirkwood, Missouri, who holds the CFP credential. Archway Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Samuel →
Facts
| Firm | Archway Wealth Management |
|---|---|
| Based in | Kirkwood, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $345.7M across 895 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 5579822 |
| Exams passed | Series 66 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.archwaywealthstl.com |
| Profile |
How Samuel's firm compares
- Archway Wealth Management's average account is about $386,000, from its Form ADV (assets managed divided by 895 accounts).
Request an introduction to Samuel
Tell Samuel a little about what you're looking for. Samuel 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 Samuel
Is Samuel Everett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Archway Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Archway Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Samuel Everett based?
Samuel Everett is based in Kirkwood, Missouri.
What credentials does Samuel Everett hold?
Samuel Everett holds the CFP credential.
Is Samuel Everett registered with the SEC?
Yes. Samuel Everett is registered as an investment adviser representative in MO and TX (CRD 5579822), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Archway Wealth Management manage?
Archway Wealth Management reports $345.7M across 895 accounts in assets under management.
How do I contact Samuel Everett?
Through Samuel's website, www.archwaywealthstl.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kirkwood
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.