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Find Retirement Advisors for Retirement Planning in Arkansas, Russellville

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 3 Retirement Planning firms in Russellville, Arkansas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1609 West Main St,
Russellville, AR, 72801
$130,472,570841109
A percentage of AUM, Hourly charges
2

1609 West Main,
Russellville, AR, 72801
$12,975,000381
A percentage of AUM, Hourly charges
3

1609 West Main,
Russellville, AR, 72801
$355,14082
A percentage of AUM

Information on Top Retirement Planning firms in Russellville, Arkansas

QualificationsFirm CRD# 36956

Assets Under Management $130,472,570

No. Of Clients841

Clients Per Financial Advisor8

ST. BERNARD FINANCIAL SERVICES, INC. is a financial advisory firm situated in Russellville, Arkansas. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 841 clients. The team consists of 109 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
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QualificationsFirm CRD# 307770

Assets Under Management $12,975,000

No. Of Clients38

Clients Per Financial Advisor38

ST BERNARD ASSET MANAGEMENT, INC. is a financial advisory firm situated in Russellville, Arkansas. With a nearly $13M assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 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

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 327224

Assets Under Management $355,140

No. Of Clients8

Clients Per Financial Advisor4

NEW DAY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Russellville, Arkansas. With a nearly $355K assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 2 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 and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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