William Lahr
Archetype Advisors · Doylestown, Pennsylvania
William Lahr is a fee-only financial advisor at Archetype Advisors in Doylestown, Pennsylvania, who holds the CFP credential. Archetype Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Archetype Advisors |
|---|---|
| Based in | Doylestown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $260M across 505 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 4936279 |
| Exams passed | Series 66 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.archetypeadvisor.com |
How William's firm compares
- Archetype Advisors's average account is about $515,000, from its Form ADV (assets managed divided by 505 accounts).
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Questions about William
Is William Lahr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Archetype Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Archetype Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Lahr based?
William Lahr is based in Doylestown, Pennsylvania.
What credentials does William Lahr hold?
William Lahr holds the CFP credential.
Is William Lahr registered with the SEC?
Yes. William Lahr is registered as an investment adviser representative in PA (CRD 4936279), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Archetype Advisors manage?
Archetype Advisors reports $260M across 505 accounts in assets under management.
How do I contact William Lahr?
Through William's website, www.archetypeadvisor.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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