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CFP
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CFP

Samuel Everett

Archway Wealth Management, LLC
16 Years of Experience
Kirkwood, MO
View SEC Summary
View SEC Summary

Samuel Everett is a CFP-designated registered investment advisor at Archway Wealth Management, LLC, based in Kirkwood, MO, with 16 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 200 clients with $350M in assets under management.

Archway Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
200 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$345.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range between 0.25% and 2.00% depending on portfolio size and composition. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

10900 Manchester Rd, Suite 203, Kirkwood, MO, 63122

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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

Samuel serves as power of attorney and co-trustee for his aunt, starting in October 2022. These investment-related activities require minimal time.

Employment History
Current Registrations
Archway Wealth Management, LLC
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2014 - February 2015 · 6 mos
Wells Fargo Advisors Financial Network, LLC
August 2014 - February 2015 · 6 mos
Wells Fargo Clearing Services, LLC
September 2011 - October 2023 · 12 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2011 - October 2023 · 12 yrs 1 mo
Stifel, Nicolaus & Company, Incorporated
April 2010 - September 2011 · 1 yr 5 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2009 - September 2011 · 1 yr 9 mos
State Registrations2 states
MOTX
Advisor

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.
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