Financial Architects, LLC

Financial Architects, LLC (CRD# 116027) is a financial advisory firm headquartered in Woodstock, GA. They manage $63,800,000 in 198 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $322,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
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.

FL, GA, NC

Financial Advisors at Financial Architects, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David E. Hultstrom
CRD#: 1968772
107 Weatherstone Drive, Suite 510, Woodstock, GA 30188
96
Wealthminder
score

David Hultstrom (CRD# 1968772) is an Investment Advisor Representative working at Financial Architects, LLC in Woodstock, GA and has over 18 years of experience in the finance industry. David Hultstrom 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
Anitha G. Rao
CRD#: 5774635
107 Weatherstone Drive, Suite 510, Woodstock, GA 30188
90
Wealthminder
score

Anitha Rao (CRD# 5774635) is an Investment Advisor Representative working at Financial Architects, LLC in Woodstock, GA and has 1 year of experience in the finance industry. Anitha Rao 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.

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