TrueAdvisor
TrueAdvisor
TA
CFP · ChFC
TA
CFP · ChFC

Thomas Archer

Founders Financial Securities, LLC
30 Years of Experience
Brighton, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Thomas Archer is a CFP, ChFC-designated registered investment advisor at Founders Financial Securities, LLC, based in Brighton, MI, with 30 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B in assets under management.

Founders Financial Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
9,870 clients
Average Client Portfolio
$419K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.70%
$1M+1.40%

Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5088 S. Old US Hwy 23, Brighton, MI, 48114

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas is the owner and financial advisor at 7 Pillars Wealth Management Inc., where he provides insurance solutions, dedicating nearly full-time hours to this role. He also owns 7 Pillars Real Estate Holdings and is a board member/treasurer for Reaching Higher Inc., spending minimal time on the latter.

Employment History
Current Registrations
Founders Financial Securities, LLC
October 2010 - Present · 16 yrs
Founders Financial Securities LLCBroker
October 2006 - Present · 20 yrs
Previous Registrations
Intersecurities, INC.Broker
January 2001 - October 2006 · 5 yrs 9 mos
Signator Investors, INC.Broker
August 1996 - January 2001 · 4 yrs 5 mos
John Hancock Mutual Life Insurance CompanyBroker
August 1996 - May 1997 · 9 mos
State Registrations17 states
AZCACOFLILKSKYMINCNYOHPASDTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Brighton, MI →All financial advisors in Michigan →