William Lahr
William Lahr is a CFP-designated registered investment advisor at Archetype Advisors, LLC, based in Doylestown, PA, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 248 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Archetype Advisors manages investments through a wrap fee program. The annual fee is up to 2% of your portfolio, which includes financial planning, brokerage commissions, transaction fees, and other related costs.
Location
72 East State Street, Doylestown, PA, 18901
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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 ActivitiesSells Insurance
William owns and manages several businesses, including Lahr Consulting (business development and sales strategy coaching), Lahr LLC (holding company), Archetype Advisors LLC (insurance, financial, and investment advisory services), Forte Investment Solutions LLC (money management firm), and BB, LLC (real estate holding company). Archetype Advisors, LLC provides insurance services.
Employment History
Current Registrations
Archetype Advisors, LLC
Previous Registrations
Family Office Group LLC
World Capital Advisors, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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