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Archstone Wealth Advisors
Archstone Wealth Advisors is an independent fee-only financial planning and wealth management firm based in Chandler, Arizona. The firm provides tax-aware,...
Archstone Wealth Advisors
Archstone Wealth Advisors is an independent fee-only financial planning and wealth management firm based in Chandler, Arizona. The firm provides tax-aware, wealth management, and financial life cycle planning services. It operates on a flat fee model, does not sell products or take commissions, and acts as a fiduciary for its clients.
General information
Firm type
Multi Family Office
Location
City
Chandler
Frequently asked questions
Is Archstone Wealth Advisors a single-family office or a multi-family office?
Archstone Wealth Advisors is structured as a multi-family office, registered as an RIA. It serves multiple families, not a single founding family, operating under SEC oversight as a fiduciary.
Who runs investment decisions at Archstone Wealth Advisors?
The firm's leadership is not publicly identified. No named principals or investment committee members appear in public records, per the firm's low-disclosure posture.
How does Archstone Wealth Advisors source deal flow?
Archstone Wealth Advisors' deal sourcing is not documented in public sources. As an RIA multi-family office, it likely relies on external asset managers and custodians rather than proprietary direct investments.
What types of clients does Archstone Wealth Advisors serve?
The firm serves high-net-worth families, providing wealth management, estate planning, and tax services. No minimum asset thresholds or client count are publicly disclosed.
Is Archstone Wealth Advisors a fiduciary?
Yes, as a registered investment advisor under the SEC, Archstone Wealth Advisors is held to a fiduciary standard, requiring it to act in clients' best interests per the Investment Advisers Act of 1940.
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