Firm
Archer Investment Management
Austin, Texas
Fee-only
Archer Investment Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 254 individual clients, 70 of them high net worth.
- Its average account is about $171,000 (assets it manages divided by its 2,174 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | archerim.com |
| [email protected] | |
| Phone | (800) 840-5946 |
Archer Investment Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $2,500,000 in Asset Value 1.00%" source
"high-achieving professionals who have accumulated investment and retirement assets of $1,000,000 or more" source
"We charge a small percentage of the investment accounts we manage for you" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $371 million |
| Individual clients | 184 |
| High-net-worth clients | 70 |
| Accounts managed | 2,174 |
| Employees | 4 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-120764) |
| Financial planning | Offered |
| Form ADV filed | September 11, 2026 |
| SEC record | CRD 146852 |