Find a Financial Planner in Pulaski County, AR

 

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We did the hard work of finding trustworthy partners in Pulaski County, AR.

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We Only Work With The Best Pulaski County Financial Advisors

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

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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 Pulaski County, AR

  • Financial Advisor Close to Pulaski 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 Pulaski 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 Pulaski 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 Pulaski County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
18.7% of Pulaski County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Pulaski County area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Pulaski County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Pulaski County area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Pulaski County 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 Pulaski County 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 Pulaski County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 392,967
  • % of Population 62 Years and Over: 18.7%
  • Average Home Value: $162,800
  • Average Monthly Housing Cost: $892
  • Average Household Income: $78,246
  • 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 Pulaski County, 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: 14 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