Firm
Three Arch Wealth Management
Irvine, California
Fee-only
Facts
| Based in | Irvine, California |
|---|---|
| Website | threearchwealth.com |
| [email protected] | |
| Phone | (949) 400-7107 |
Three Arch Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"serving families and institutions with $500k+ in investable assets." 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 | $662 million |
| Individual clients | 138 |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 333733 |