Find a Financial Planner in Russellville, AR

 

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

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We Only Work With The Best Russellville 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 Russellville, AR


  • Financial Advisor Close to Russellville, 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 Russellville Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Russellville area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Russellville include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
14.7% of Russellville'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 Russellville area can create a custom plan and walk with you each step of the way.
In the Russellville area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Russellville area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Russellville 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 is a service offered by many financial advisors, planners, and other professionals in the Russellville area. Typically, it 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 Russellville 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 Russellville, 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 Russellville, AR

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

  • Population: 29,193
  • % of Population 62 Years and Over: 14.7%
  • Average Home Value: $125,900
  • Average Monthly Housing Cost: $681
  • Average Household Income: $55,281
  • 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 Russellville, AR


ST. BERNARD FINANCIAL SERVICES, INC.

Website

(479) 967-1200

1609 West Main St

Russellville, AR 72801

SEC#: 801-113763
Years in Business: 3 years

ST BERNARD ASSET MANAGEMENT, INC.

Website

(479) 967-1200

1609 West Main

Russellville, AR 72801

SEC#: 801-118641
Years in Business: 1 years