John WenzelCRD Number: 5505119
Current 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.
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Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Archvest Wealth Advisors, Inc.||Walnut Creek, CA||Aug 2014 - Current||2|
|Watermark Asset Management, Inc.||San Ramn, CA||Sep 2007 - Aug 2014||6|
|First Command Financial Planning||San Diego, CA||Nov 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management33MILLIONS
Total Number of Accounts218ACCOUNTS
Average Account Value$152,739
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.
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