Financial Architects, LLC

Overview

Financial Architects, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm focuses on serving individual and family clients with a mix of financial planning and portfolio management services, extending to small businesses and institutional/business accounts. Its fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee options, indicating flexibility for both wealth-management engagements and stand‑alone planning work. The firm identifies as an active ESG investor and does not position itself as a capital allocator to third‑party funds. Advisory services noted in filings center on comprehensive financial planning and discretionary portfolio management for retail and business clients. The firm is not organized as a multi‑state adviser (per its snapshot), and it does not list pension consulting or related adviser activities.

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Public Holdings

Investments & Alternatives