John Wenzel
CRD Number: 5505119Current Firm: Archvest Wealth Advisors, Inc.
Compensation Model: Fee Only
John Wenzel (CRD# 5505119) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry. John Wenzel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grossman Financial Management | Benicia, CA | Feb 2020 - Current | 4 |
| Archvest Wealth Advisors, Inc. | Walnut Creek, CA | Aug 2014 - Current | 9 |
| Watermark Asset Management, Inc. | San Ramon, CA | Sep 2007 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
- CA
- TX
-
Total Assets Under Management282MILLIONS
-
Total Number of Accounts293ACCOUNTS
-
Average Account Value$960,751
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, NY, TX
Archvest Wealth Advisors, Inc. ("Archvest") is a California State Registered Investment Adviser.
Archvest and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by the SEC and those states in which Archvest maintains clients.
Archvest may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Archvest's web site is limited to the dissemination of general information regarding its investment advisory services to prospective clients where providing such information is not prohibited by applicable law. Accordingly, the publication of Archvest's web site on the Internet should not be construed by any prospective client as Archvest's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Archvest does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications. For additional information about Archvest, including registration status, fees, and services, contact us for a copy of our disclosure brochure.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.