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They include 173 high-net-worth individuals, 135 individual clients, and 30 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Archvest Wealth Advisors offer?","answer":"Archvest Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, estate planning, family office services, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Archvest Wealth Advisors charge?","answer":"Archvest Wealth Advisors charges 0.50%–1.00% a year for its Investment Management Fees. The fee is billed in arrears.","source":"DISCLOSURE BROCHURE, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Archvest Wealth Advisors use?","answer":"Archvest Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $367M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Archvest Wealth Advisors have?","answer":"Archvest Wealth Advisors has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Archvest Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Archvest Wealth Advisors’ separately managed accounts held 45% exchange-traded equities, 44% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 4% investment grade corporate bonds, 2% U.S. government and agency bonds and 1% non-exchange-traded equities. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Archvest Wealth Advisors?","answer":"Archvest Wealth Advisors’ direct owners are Eric Lai, John Wenzel and Jill Shibuya, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Archvest Wealth Advisors get paid?","answer":"Archvest Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. 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