John
Wenzel
Archvest Wealth Advisors, Inc
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About this Advisor
John Wenzel is a certified financial planner who works in Concord, California, with a total of 9 years of relevant experience. Wenzel works at Archvest Wealth Advisors, Inc. During their career, the advisor has held roles at Watermark Asset Management, Inc, Archvest Wealth Advisors, Inc and Grossman Financial Management. Wenzel has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in California and Texas. Archvest Wealth Advisors, Inc is a financial advisory business operating out of Concord, CA. It administers $239 million in total assets between its 312 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 312 customer accounts, 54% belong to high-net-worth clients who have greater than $1 million in assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors are based on the type of financial services provided. Fees charged by Archvest Wealth Advisors, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Archvest Wealth Advisors, Inc Brokerage Details
$238,500,000
7
312
$764,423
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Wenzel Work History
John has been registered as a financial advisor for 9 years.*
Grossman Financial Management
Archvest Wealth Advisors, Inc
Watermark Asset Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Wenzel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Archvest Wealth Advisors, Inc
Concord, CA
Concord, CA
Concord, CA
Concord, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
