Find a Financial Planner in Benton County, AR

 

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We Only Work With The Best Benton County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Benton County, AR


  • Financial Advisor Close to Benton County, AR

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Benton County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Benton County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Benton County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
15.9% of Benton County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Benton County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Benton County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Benton County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Benton County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Arkansas has unique laws defining which actions trigger a taxable event and has the 20th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Benton County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Benton County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Benton County, AR


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Benton County, AR

We evaluated over 13,000 RIA firms to bring you the best of the best Benton County financial advisors.
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How Retirement-Friendly is Benton County, AR?

  • Population: 265,759
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $187,800
  • Average Monthly Housing Cost: $961
  • Average Household Income: $92,398
  • Arkansas Total Tax Burden: 8.80% (20th Highest in U.S.)
  • Arkansas Property Tax: 1.79% (5th Lowest in U.S.)
  • Arkansas Individual Income Tax: 2.20% (20th Lowest in U.S.)
  • Arkansas Sales and Excise Tax: 4.81% (5th Highest in U.S.)


The Top Financial Advisor Firms in Benton County, AR


HEXAGON CAPITAL PARTNERS, LLC

Website

(479) 340-0115

2107 S 54th Street

Rogers, AR 72758

SEC#: 801-117628
Years in Business: 1 years

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

Website

(479) 657-6940

2003 S. Horsebarn Rd
Suite 9
Rogers, AR 72758

SEC#: 801-118394
Years in Business: 1 years

NEWROAD CAPITAL PARTNERS, LLC

Website

(479) 657-2100

5100 W. Jb Hunt Drive
Suite 1030
Rogers, AR 72758

SEC#: 801-106671
Years in Business: 5 years