Archetype Advisors, LLC

Archetype Advisors, LLC (CRD# 156527) is a financial advisory firm headquartered in Doylestown, PA. They manage $30,656,445 in 150 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $204,376
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, NY, PA, TX

Financial Advisors at Archetype Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William J. Lahr
CRD#: 4936279
72 East State Street, Doylestown, PA 18901
96
Wealthminder
score

William Lahr (CRD# 4936279) is an Investment Advisor Representative working at Archetype Advisors, LLC in Doylestown, PA and has over 12 years of experience in the finance industry. William Lahr 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dennis O. Beadle
CRD#: 1137908
New York, NY
63
Wealthminder
score

Dennis Beadle (CRD# 1137908) is an Investment Advisor Representative working at Archetype Advisors, LLC in New York, NY and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.