Question 1

What does it mean that Three Arch Wealth is a "Fee Only" financial advisor?

Accepted Answer

A: Being a "Fee Only" financial advisor means that Three Arch Wealth does not receive commissions, referral fees, or any other form of compensation from third parties when recommending financial products or services. Instead, the firm charges clients directly for its advice and services, ensuring that recommendations are made solely in the client's best interest without any potential conflicts of interest. This transparent fee structure reflects Three Arch Wealth’s commitment to unbiased, objective financial planning and wealth management tailored to each client’s unique goals.

Question 2

Three Arch Wealth is described as a fiduciary. What does that mean for me as a client?

Accepted Answer

Being a fiduciary means Three Arch Wealth is legally and ethically required to act in your best financial interests at all times. This commitment ensures that all advice and investment decisions are made with transparency, integrity, and without any conflicts of interest, prioritizing your financial goals above all else.

Question 3

What financial planning services does Three Arch Wealth offer, and how are the fees structured?

Accepted Answer

Three Arch Wealth provides comprehensive financial planning, investment management, retirement planning, and tax strategy services tailored to individual client needs. Fees are based on a transparent percentage of assets under management, ensuring alignment with client goals.

Question 4

What does AUM mean and how does it relate to Three Arch Wealth’s services?

Accepted Answer

AUM stands for Assets Under Management, which refers to the total market value of investments that Three Arch Wealth manages on behalf of its clients. It reflects the scale of the firm’s responsibility and expertise in handling client portfolios, ensuring personalized financial strategies that align with each client's goals. Understanding AUM helps clients gauge the firm's experience and capacity in delivering wealth management services.

Question 5

Do clients need to have a minimum amount of assets to work with Three Arch Wealth?

Accepted Answer

Three Arch Wealth requires a minimum asset amount of $500K to begin working together, allowing clients at various financial levels to access personalized wealth management and financial planning services tailored to their unique goals.

Question 6

Do any of the services offered by Three Arch Wealth require a long-term contract?

Accepted Answer

Three Arch Wealth does not lock clients into long-term contracts for its services. We prioritize flexibility and transparency, allowing clients to engage with our wealth management and financial planning services without being bound by extended commitments. This approach ensures our clients can adjust their plans as their financial goals evolve.

Question 7

How do I get started with Three Arch Wealth?

Accepted Answer

To get started with Three Arch Wealth, simply schedule an initial consultation by contacting us through our website or phone. During this meeting, our financial advisors will assess your current financial situation, discuss your goals, and outline customized strategies tailored to your needs. From there, we’ll guide you through the onboarding process and begin developing a comprehensive wealth management plan designed to help you achieve long-term financial success.

GET CONNECTED

(949) 400-7107
info@threearchwealth.com
300 Spectrum Center Dr #1030,
Irvine, CA 92618

GET CONNECTED

(949) 400-7107
info@threearchwealth.com
300 Spectrum Center Dr #1030, Irvine, CA 92618

Get In Touch

Let's start a
conversation.

OUR OFFICE

Located in the heart of
Orange County, California.

Frequently asked questions

What does it mean that Three Arch Wealth is a "Fee Only" financial advisor?

Three Arch Wealth is described as a fiduciary. What does that mean for me as a client?

What financial planning services does Three Arch Wealth offer, and how are the fees structured?

What does AUM mean and how does it relate to Three Arch Wealth’s services?

Do clients need to have a minimum amount of assets to work with Three Arch Wealth?

Do any of the services offered by Three Arch Wealth require a long-term contract?

How do I get started with Three Arch Wealth?

GET CONNECTED

(949) 400-7107
info@threearchwealth.com
300 Spectrum Center Dr #1030, Irvine, CA 92618

COMPANY

RESOURCES

Three Arch Portal
Charles Schwab
Fidelity
DFA
Avantis
Social Security

Get In Touch

Let's start a conversation.

OUR OFFICE

Located in the heart of Orange County, California.

Frequently asked questions

What does it mean that Three Arch Wealth is a "Fee Only" financial advisor?

Three Arch Wealth is described as a fiduciary. What does that mean for me as a client?

What financial planning services does Three Arch Wealth offer, and how are the fees structured?

What does AUM mean and how does it relate to Three Arch Wealth’s services?

Do clients need to have a minimum amount of assets to work with Three Arch Wealth?

Do any of the services offered by Three Arch Wealth require a long-term contract?

How do I get started with Three Arch Wealth?

Let's start a
conversation.

Located in the heart of
Orange County, California.