Financial Architects Inc is a large advisory firm based in Marlton. It manages $847.17 million of regulatory assets for 1,976 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 17 other states.
Financial Architects provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and advice on matters not involving securities.. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Financial Architects Inc is $847.17 million. The firm's AUM has grown by 537% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Financial Architects Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Thomas Clarence Meyer is high net worth individuals with 101 clients and $472.49 million of assets under management. Among the 8 most similar advisory firms, Financial Architects has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $847.17 million for 706 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Financial Architects doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 91 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Clarence Meyer has been acting as President since 1 Jan 1989. Nina Zuccarelli joined the executive team most recently as the Chief Operating Officer.
The principal office where Financial Architects Inc performs its advisory services is located at 525 Route 73 N, Suite 312, Marlton, NJ 08053, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 856-985-8400 or by fax 856-985-8151. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at meyercg.com.