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T.J. Arch

2 Years of Experience
Miami Beach, FL
Broker

T.J. Arch is a registered investment advisor at Wells Fargo Advisors, based in Miami Beach, FL, with 2 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Miami Beach, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

T.J. is a Certified Public Accountant and maintains their license. T.J. also has ownership stakes in LSA Wealth Management LLC (16%) and Arch Group Financial Services LLC (49%), dedicating about a quarter of their time to LSA Wealth Management and full-time to Arch Group Financial Services.

Employment History
Current Registrations
Wells Fargo Advisors
August 2024 - Present · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLC
August 2024 - Present · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
October 2023 - August 2024 · 10 mos
Wells Fargo Clearing Services, LLCBroker
September 2023 - August 2024 · 11 mos
State Registrations23 states
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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.
T.J. Arch - Financial Advisor | TrueAdvisor