Fund Architects, LLC

Fund Architects, LLC (CRD# 145395) is a financial advisory firm headquartered in Heath, TX. They manage $138,181,170 in 1,200 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    1,200
    ACCOUNTS
  • Average Account Value
    $115,151
Compensation Options
  • A percentage of assets under your management
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.

AK, AR, AZ, CA, CO, CT, FL, GA, IL, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Fund Architects, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Burt A. Snover
CRD#: 1893900
6710 Horizon Road, Suite 100, Heath, TX 75032
96
Wealthminder
score

Burt Snover (CRD# 1893900) is an Investment Advisor Representative working at Fund Architects, LLC in Heath, TX and has over 28 years of experience in the finance industry.

2
Daniel R. Snover
CRD#: 5161189
6710 Horizon Road, Suite 100, Heath, TX 75032
93
Wealthminder
score

Daniel Snover (CRD# 5161189) is an Investment Advisor Representative working at Fund Architects, LLC in Heath, TX and has over 9 years of experience in the finance industry.

3
Kim M. Lucas
CRD#: 5498765
6710 Horizon Road, Suite 100, Heath, TX 75032
90
Wealthminder
score

Kim Lucas (CRD# 5498765) is an Investment Advisor Representative working at Fund Architects, LLC in Heath, TX and has over 5 years of experience in the finance industry.

4
Jun Zhu
CRD#: 2856276
Moraga, CA
90
Wealthminder
score

Jun Zhu (CRD# 2856276) is an Investment Advisor Representative working at Fund Architects, LLC in Moraga, CA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.