Firm
WealthArch Investment Services
Pasadena, California
Fee-only
Facts
| Based in | Pasadena, California |
|---|---|
| Website | mywealtharch.com |
| Phone | (626) 888-2314 |
WealthArch Investment Services 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 |
|---|---|
| How it charges | Hourly |
In the firm's words
"we require a minimum investment of $500,000 to open an account at WealthArch" source
"As wealth management consultants, we can also offer our services on an hourly rate." 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 · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $24 million |
| Individual clients | 27 |
| Financial planning | Offered |
| Form ADV filed | January 16, 2026 |
| SEC record | CRD 170601 |