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 $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Archway Wealth Management (AWM) charges an annual fee based on the value of your investments. This fee ranges from 0.25% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance, based on the market value of your investments on the last day of the previous quarter.
Location
10900 Manchester Rd, Suite 203, Kirkwood, MO, 63122
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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
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
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations2 states
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.