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Wellspent public graph/Firms/Archstone Wealth Advisors
Firm

Archstone Wealth Advisors

Chandler, Arizona

Fee-only

Archstone Wealth Advisors at a glance

  • One of 212 fee-only firms based in Arizona in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee and 22 individual clients, 3 of them high net worth.
  • Its average account is about $217,000 (assets it manages divided by its 56 accounts).

Fee-only advisors in Arizona · What fee-only advisors charge in Arizona

Facts

Based inChandler, Arizona
Websitefeeonlynetwork.com/financial-advisor/cortney-giles
Phone(480) 605-1999

Archstone Wealth Advisors fees

Archstone Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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 byPercentage of assets · Hourly · Fixed fees
Assets managed$12 million
Individual clients19
High-net-worth clients3
Accounts managed56
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedFebruary 25, 2026
SEC recordCRD 299238

Advisors at this firm (1)