Brian Kavanaugh is a registered investment advisor at Archvest Wealth Advisors, INC., based in Concord, CA, with 16 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 331 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. Archvest receives an admin/service annual fee of 0.10% of the value of the Client’s Flourish Cash account.
Fee Estimator
Location
1390 Willow Pass Rd., #930, Concord, CA, 94520
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian performs as an actor occasionally on television, an activity unrelated to investments. This requires minimal time.
Employment History
Current Registrations
Archvest Wealth Advisors, INC.
Previous Registrations
Advisors Preferred LLC
Quasar Distributors, LLCBroker
Northern Lights Distributors, LLCBroker
Dws Investments Distributors, INCBroker
Pioneer Funds Distributor, INC.Broker
State Registrations1 state
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.