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Brian Patrick Kavanaugh

Archvest Wealth Advisors, Inc.

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About Brian Patrick Kavanaugh

Brian Kavanaugh is a financial advisor with Archvest Wealth Advisors, Inc. Brian has over 15 years of experience in the financial services industry. He is a Registered Investment Advisor (RIA) and holds the Series 6, 7, 63, and 65 licenses, and the SIE exam. Brian specializes in providing financial planning and investment management services to high-net-worth individuals, families, and small businesses.

Firm Information

Brian Kavanaugh is currently registered with Archvest Wealth Advisors, Inc.. Archvest Wealth Advisors, Inc. is a registered investment advisor based in Concord, CA. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Archvest Wealth Advisors manages approximately $281.5 million in assets for 293 clients, primarily high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and charitable organizations.
Archvest Wealth Advisors, Inc.

1390 WILLOW PASS RD.

CONCORD, CA 94520

$281.50M

Assets Under Management

12

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Brian Kavanaugh’s Registration & Firm History

CA

12/12/2021 - Present

Archvest Wealth Advisors, Inc. (CONCORD CA)

ME

02/04/2016 - 05/30/2017

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

NE

11/18/2011 - 12/31/2015

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

IL

02/19/2007 - 05/03/2011

DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)

MA

07/21/2003 - 09/24/2004

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 10/30/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/18/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Patrick Kavanaugh.
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