Andrew Bucksner is a CFP-designated registered investment advisor at Archetype Advisors, LLC, based in Doylestown, PA, with 10 years of industry experience. Andrew 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 →Employment History
Current Registrations
Archetype Advisors, LLC
Previous Registrations
Lincoln InvestmentBroker
Capital Analysts
Lincoln Investment
Key Investment Services LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Vanguard Marketing CorporationBroker
PNC InvestmentsBroker
Wells Fargo Advisors, LLCBroker
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.