Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1609 West Main St, Russellville, AR, 72801 | $130,472,570 | 841 | 109 | A percentage of AUM, Hourly charges |
2 | 1609 West Main, Russellville, AR, 72801 | $12,975,000 | 38 | 1 | A percentage of AUM, Hourly charges |
3 | 1609 West Main, Russellville, AR, 72801 | $355,140 | 8 | 2 | A percentage of AUM |
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.
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.
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.