Find a Financial Planner in Little Rock, AR

 

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We Only Work With The Best Little Rock 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 Little Rock, AR


  • Financial Advisor Close to Little Rock, 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 Little Rock Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Little Rock area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Little Rock offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
17.8% of Little Rock'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 Little Rock area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Little Rock area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Little Rock area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Little Rock area who determine what breaks are available to you to minimize your tax payments. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Little Rock area, 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Little Rock area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Little Rock, 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 Little Rock, AR

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

  • Population: 197,958
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $170,300
  • Average Monthly Housing Cost: $926
  • Average Household Income: $83,730
  • 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 Little Rock, AR


LIEBLONG & ASSOCIATES, INC.

Website

(501) 219-2003

10809 Executive Center Drive
Suite 117
Little Rock, AR 72211

SEC#: 801-78968
Years in Business: 7 years

HORRELL CAPITAL MANAGEMENT, INC.

Website

(501) 975-4655

10 Corporate Hill Drive
Suite 165
Little Rock, AR 72205

SEC#: 801-67063
Years in Business: 15 years

FOUNDATION RESOURCE MANAGEMENT, INC.

Website

(501) 604-3190

401 W. Capitol, Suite 503

Little Rock, AR 72201

SEC#: 801-60714
Years in Business: 19 years

FOREST HILL CAPITAL, LLC

Website

(501) 663-4491

100 River Bluff Drive
Suite 430
Little Rock, AR 72202

SEC#: 801-62567
Years in Business: 17 years

BASS AND BELL, INC.

Website

(501) 664-4170

1 Information Way
Suite 200
Little Rock, AR 72202

SEC#: 801-114766
Years in Business: 2 years

TRANSPARENT WEALTH PARTNERS LLC

Website

(501) 537-1111

11 Corporate Hill Drive
Suite 111
Little Rock, AR 72205

SEC#: 801-118453
Years in Business: 1 years

LATHROP INVESTMENT MANAGEMENT CORP

Website

(501) 227-4930

10 Corporate Hill Drive
Suite 225
Little Rock, AR 72205

SEC#: 801-16128
Years in Business: 40 years

MILLENNIUM CAPITAL ADVISORS, LLC

Website

(501) 975-0250

425 W. Capitol Ave.
Suite 3010
Little Rock, AR 72201

SEC#: 801-110166
Years in Business: 4 years

CLIENTFIRST WEALTH MANAGEMENT, LLC

Website

(501) 603-0406

1501 North University
Suite 715
Little Rock, AR 72207

SEC#: 801-67589
Years in Business: 14 years

MERIDIAN INVESTMENT ADVISORS

Website

(501) 663-7055

11300 Cantrell Road
Suite 200
Little Rock, AR 72212

SEC#: 801-13452
Years in Business: 43 years