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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 26, 2024Arkansas 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.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Arkansas
VERIFIEDRyan 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
VERIFIEDLarry 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Arkansas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | STEPHENS 111 Center St, Little Rock, AR, 72201 | $13,304,755,860 | 21432 | 658 | 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 | $6,566,514,163 | 115 | 22 | A Percentage of AUM, Performance Based |
| 3 | SOWELL MANAGEMENT 5320 Northshore Drive, North Little Rock, AR, 72118 | $2,809,119,381 | 12450 | 122 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | ARVEST WEALTH MANAGEMENT 5201 Village Parkway, Rogers, AR, 72758 | $2,704,710,870 | 7899 | 247 | A Percentage of AUM, Fixed Fees |
| 5 | CABANA ASSET MANAGEMENT 220 S. School Ave., Fayetteville, AR, 72701 | $1,476,780,500 | 722 | 22 | A Percentage of AUM, Performance Based |
| 6 | 36 NORTH CAPITAL MANAGEMENT, LLC 901 Se Village Loop, Suite 1 Bentonville, AR, 72712 | $1,331,000,000 | 1 | 3 | A Percentage of AUM, Fixed Fees |
| 7 | NAVITER WEALTH, LLC 1 Information Way, Suite 100 Little Rock, AR, 72202 | $1,107,578,000 | 1270 | 7 | A Percentage of AUM, Performance Based |
| 8 | LEGACY CAPITAL WEALTH PARTNERS, LLC 8315 Cantrell Road, Suite 200 Little Rock, AR, 72227 | $1,021,999,600 | 2139 | 23 | A Percentage of AUM, Fixed Fees |
| 9 | STEPHENS GROUP ASSET MANAGEMENT, LLC 100 River Bluff Drive, Suite 220 Little Rock, AR, 72202-2215 | $1,008,440,028 | 356 | 4 | A Percentage of AUM |
| 10 | GREENWOOD GEARHART INC. 26 E Center St, Fayetteville, AR, 72701-4278 | $877,800,675 | 2205 | 16 | A Percentage of AUM, Fixed Fees |
| 11 | FOUNDATION RESOURCE MANAGEMENT, INC. 401 W. Capitol, Suite 503, Little Rock, AR, 72201 | $849,576,721 | 538 | 10 | A Percentage of AUM |
| 12 | LATHROP INVESTMENT MANAGEMENT CORP 10 Corporate Hill Drive, Suite 225 Little Rock, AR, 72205 | $781,012,359 | 822 | 6 | A Percentage of AUM, Fixed Fees |
| 13 | MERIDIAN INVESTMENT ADVISORS 11300 Cantrell Road, Suite 200 Little Rock, AR, 72212 | $741,635,478 | 599 | 5 | A Percentage of AUM, Fixed Fees |
| 14 | HEXAGON CAPITAL PARTNERS, LLC 2107 S 54th Street, Rogers, AR, 72758 | $729,928,980 | 963 | 7 | A Percentage of AUM |
| 15 | THE ARKANSAS FINANCIAL GROUP, INC. 1001 N. University Ave., Suite 200 Little Rock, AR, 72207-6366 | $667,274,942 | 1462 | 9 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
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