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Find Retirement Advisors for Retirement Planning in Arkansas

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Arkansas, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Arkansas

Last Updated - April 9, 2024

Arkansas has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 49 non-vetted advisors in your local area. These retirement advisors in Arkansas have an average of 30 years of experience.

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List of Qualified Retirement Planning Advisors in Arkansas

advisor-photo
vector.svg VERIFIED

Ryan Presley
LPL Financial

Qualifications
CRD# 4040458
Firm CRD# 6413
Series 7, 24, 63, 65, 66

Minimum Assets Required
$25,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee

advisor-photo
vector.svg VERIFIED

Larry Watts
CFA®, CPFA
Watts Wealth Management

Qualifications
CRD# 1140384
Firm CRD# 127145

Minimum Assets Required
$200,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Commissions, Based on Assets

Top 15 Retirement Planning firms in Arkansas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
STEPHENS
111 Center St,
Little Rock, AR, 72201
$13,304,755,86021432658
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based
2
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
111 Center Street,
Little Rock, AR, 72201
$6,566,514,16311522
A Percentage of AUM, Performance Based
3
SOWELL MANAGEMENT
5320 Northshore Drive,
North Little Rock, AR, 72118
$2,809,119,38112450122
A Percentage of AUM, Hourly charges, Fixed Fees
4
ARVEST WEALTH MANAGEMENT
5201 Village Parkway,
Rogers, AR, 72758
$2,704,710,8707899247
A Percentage of AUM, Fixed Fees
5
CABANA ASSET MANAGEMENT
220 S. School Ave.,
Fayetteville, AR, 72701
$1,476,780,50072222
A Percentage of AUM, Performance Based
6
36 NORTH CAPITAL MANAGEMENT, LLC
901 Se Village Loop, Suite 1
Bentonville, AR, 72712
$1,331,000,00013
A Percentage of AUM, Fixed Fees
7
NAVITER WEALTH, LLC
1 Information Way, Suite 100
Little Rock, AR, 72202
$1,107,578,00012707
A Percentage of AUM, Performance Based
8
LEGACY CAPITAL WEALTH PARTNERS, LLC
8315 Cantrell Road, Suite 200
Little Rock, AR, 72227
$1,021,999,600213923
A Percentage of AUM, Fixed Fees
9
STEPHENS GROUP ASSET MANAGEMENT, LLC
100 River Bluff Drive, Suite 220
Little Rock, AR, 72202-2215
$1,008,440,0283564
A Percentage of AUM
10
GREENWOOD GEARHART INC.
26 E Center St,
Fayetteville, AR, 72701-4278
$877,800,675220516
A Percentage of AUM, Fixed Fees
11
FOUNDATION RESOURCE MANAGEMENT, INC.
401 W. Capitol, Suite 503,
Little Rock, AR, 72201
$849,576,72153810
A Percentage of AUM
12
LATHROP INVESTMENT MANAGEMENT CORP
10 Corporate Hill Drive, Suite 225
Little Rock, AR, 72205
$781,012,3598226
A Percentage of AUM, Fixed Fees
13
MERIDIAN INVESTMENT ADVISORS
11300 Cantrell Road, Suite 200
Little Rock, AR, 72212
$741,635,4785995
A Percentage of AUM, Fixed Fees
14
HEXAGON CAPITAL PARTNERS, LLC
2107 S 54th Street,
Rogers, AR, 72758
$729,928,9809637
A Percentage of AUM
15
THE ARKANSAS FINANCIAL GROUP, INC.
1001 N. University Ave., Suite 200
Little Rock, AR, 72207-6366
$667,274,94214629
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Arkansas

QualificationsFirm CRD# 3496

Assets Under Management $13,304,755,860

No. Of Clients21432

Clients Per Financial Advisor33

STEPHENS is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21432 clients. The team consists of 658 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 136369

Assets Under Management $6,566,514,163

No. Of Clients115

Clients Per Financial Advisor5

STEPHENS INVESTMENT MANAGEMENT GROUP, LLC is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 115 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 127145

Assets Under Management $2,809,119,381

No. Of Clients12450

Clients Per Financial Advisor102

SOWELL MANAGEMENT is a financial advisory firm situated in North Little Rock, Arkansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12450 clients. The team consists of 122 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 42057

Assets Under Management $2,704,710,870

No. Of Clients7899

Clients Per Financial Advisor32

ARVEST WEALTH MANAGEMENT is a financial advisory firm situated in Rogers, Arkansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7899 clients. The team consists of 247 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 151418

Assets Under Management $1,476,780,500

No. Of Clients722

Clients Per Financial Advisor33

CABANA ASSET MANAGEMENT is a financial advisory firm situated in Fayetteville, Arkansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 722 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 317557

Assets Under Management $1,331,000,000

No. Of Clients1

Clients Per Financial Advisor0

36 NORTH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bentonville, Arkansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 311508

Assets Under Management $1,107,578,000

No. Of Clients1270

Clients Per Financial Advisor181

NAVITER WEALTH, LLC is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1270 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 291960

Assets Under Management $1,021,999,600

No. Of Clients2139

Clients Per Financial Advisor93

LEGACY CAPITAL WEALTH PARTNERS, LLC is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2139 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 288981

Assets Under Management $1,008,440,028

No. Of Clients356

Clients Per Financial Advisor89

STEPHENS GROUP ASSET MANAGEMENT, LLC is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 356 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110379

Assets Under Management $877,800,675

No. Of Clients2205

Clients Per Financial Advisor138

GREENWOOD GEARHART INC. is a financial advisory firm situated in Fayetteville, Arkansas. With a nearly $878M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2205 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 116359

Assets Under Management $849,576,721

No. Of Clients538

Clients Per Financial Advisor54

FOUNDATION RESOURCE MANAGEMENT, INC. is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $850M assets under management, the firm specializes in crafting personalized retirement planning solutions for 538 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 108327

Assets Under Management $781,012,359

No. Of Clients822

Clients Per Financial Advisor137

LATHROP INVESTMENT MANAGEMENT CORP is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $781M assets under management, the firm specializes in crafting personalized retirement planning solutions for 822 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110216

Assets Under Management $741,635,478

No. Of Clients599

Clients Per Financial Advisor120

MERIDIAN INVESTMENT ADVISORS is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $742M assets under management, the firm specializes in crafting personalized retirement planning solutions for 599 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 305850

Assets Under Management $729,928,980

No. Of Clients963

Clients Per Financial Advisor138

HEXAGON CAPITAL PARTNERS, LLC is a financial advisory firm situated in Rogers, Arkansas. With a nearly $730M assets under management, the firm specializes in crafting personalized retirement planning solutions for 963 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 104808

Assets Under Management $667,274,942

No. Of Clients1462

Clients Per Financial Advisor162

THE ARKANSAS FINANCIAL GROUP, INC. is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $667M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1462 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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