Find a Financial Planner in Rogers, AR

 

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

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We Only Work With The Best Rogers 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 Rogers, AR


  • Financial Advisor Close to Rogers, 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 Rogers 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 Rogers area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in Rogers 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.
12.0% of Rogers'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 Rogers area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Rogers area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Rogers area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Rogers area is generally long-term and performed with the help of a qualified planner. 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 Rogers 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 is a good way to make high-interest debts more manageable. Advisors in the Rogers 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 Rogers, 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 Rogers, AR

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

  • Population: 66,344
  • % of Population 62 Years and Over: 12%
  • Average Home Value: $185,100
  • Average Monthly Housing Cost: $948
  • Average Household Income: $94,944
  • 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 Rogers, 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