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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,...
Overview
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
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.
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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