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Find Retirement Advisors for Retirement Planning in Arkansas, Bentonville

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 5 Retirement Planning firms in Bentonville, Arkansas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	901 Se Village Loop, Suite 1 Bentonville, AR, 72712	$2,346,620,000	4	4	A percentage of AUM, Fixed fees
2	215 Nw A St, Suite 510 Bentonville, AR, 72712	$608,782,217	8	16	A percentage of AUM, Performance Based
3	609 Sw 8th Street, Suite 510 Bentonville, AR, 72712	$278,763,827	2	10	Performance Based, Other (PRO RATA EXPENSE REIMBURSEMENT)
4	1202 Ne Mcclain Rd, Bentonville, AR, 72712	$146,560,556	147	1	A percentage of AUM, Hourly charges, Performance Based
5	1003 Se 14th St., Ste 15 Bentonville, AR, 72712	$135,626,460	713	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Bentonville, Arkansas

36 NORTH CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 317557

Assets Under Management $2,346,620,000

No. Of Clients4

Clients Per Financial Advisor1

36 NORTH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bentonville, Arkansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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NEWROAD CAPITAL PARTNERS, LLC

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QualificationsFirm CRD# 281487

Assets Under Management $608,782,217

No. Of Clients8

Clients Per Financial Advisor1

NEWROAD CAPITAL PARTNERS, LLC is a financial advisory firm situated in Bentonville, Arkansas. With a nearly $609M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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SYMBIOSIS CAPITAL PARTNERS, LLC

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QualificationsFirm CRD# 316599

Assets Under Management $278,763,827

No. Of Clients2

Clients Per Financial Advisor0

SYMBIOSIS CAPITAL PARTNERS, LLC is a financial advisory firm situated in Bentonville, Arkansas. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Performance Based
Other (PRO RATA EXPENSE REIMBURSEMENT)

Financial Planning Services

Portfolio management for pooled investment vehicles

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FORTY THREE EIGHTEEN ADVISORS, LLC

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QualificationsFirm CRD# 157712

Assets Under Management $146,560,556

No. Of Clients147

Clients Per Financial Advisor147

FORTY THREE EIGHTEEN ADVISORS, LLC is a financial advisory firm situated in Bentonville, Arkansas. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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FAMILY LEGACY PLANNING

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QualificationsFirm CRD# 294277

Assets Under Management $135,626,460

No. Of Clients713

Clients Per Financial Advisor238

FAMILY LEGACY PLANNING is a financial advisory firm situated in Bentonville, Arkansas. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 713 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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