Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Fort Smith
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
13
non-vetted advisors in your local area. These financial advisors in
Fort Smith, Arkansas
have an average of
21
years of experience.
NOTE: The list of financial
advisors in
Fort Smith, Arkansas
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Fort Smith, Arkansas.
| Qualified Financial Advisors in Fort Smith, Arkansas | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Ryan Presley
LPL FINANCIAL 2218 South 57th Suite C, Fort Smith, AR 72903 |
21 | 30,000,000 | $25,000 | Fee-Based |
Qualifications
CRD# 4040458
Firm CRD# 6413
Series 7, 24, 63, 65, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee
Office Location
2218 South 57th Suite C,
Fort Smith,
AR
72903
Phone Number
479-434-6934
I've been the President of Presley Wealth Management since 2009 and have been working as a financial advisor in the Ft Smith area since 2000. I believe in taking an educational approach with clients to help you understand the investments you own and how they fit your goals and objectives. The focus of my practice is investment management, retirement planning, income solutions during retirement and wealth transfer planning. I've been married to my wife Carey since 1998 and we have two children Jace and Laney. We are an active sports family and most of our free time has been spent traveling the country for their sporting events. I'm also an avid Arkansas Razorback fan in all sports.
Financial advice is changing, and at LPL Financial, we're at the forefront. We're building a future where advisors can with no friction or complexity, as simple as turning the dials' pick the business model, services, technology, and product mix that best meet their clients needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we'll partner with you every step of the way. Your greatness is our goal.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Top Financial Advisor Firms in Fort Smith, Arkansas (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| OCTOBER WEALTH ADVISORS, INC
322 North 8th Street, Fort Smith, AR 72901 |
$125,297,657 | 347 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Anita Barnett Inquire with Anita |
3101 Free Ferry Rd, Fl 1, Fort Smith, AR 72903 | 479-478-1000 |
| Keith Lux Inquire with Keith |
3101 Free Ferry Rd, Fl 1, Fort Smith, AR 72903 | 479-478-1000 |
| Heather Yarbrough Inquire with Heather |
3101 Free Ferry Rd, Fl 1, Fort Smith, AR 72903 | 479-478-1000 |
| Kenneth P Siebenmorgen Inquire with Kenneth |
3101 Free Ferry Rd, Fl 1, Fort Smith, AR 72903 | 479-478-1000 |
| Robert Brown Inquire with Robert |
2401 S 51st Ct, Ste B, Fort Smith, AR 72903 | 479-478-8800 |
| Siebenmorgen and Associates Inquire with Siebenmorgen |
3101 Free Ferry Rd, Fl 1, Fort Smith, AR 72903 | 479-478-1000 |
| Kinder Financial Strategies, LLC Inquire with Kinder |
12106 Old Highway 71 South, Suite B, Fort Smith, AR 72916 | 479-401-2010 |
| LANDMARK FINANCIAL, LLC Inquire with LANDMARK |
3101 South 70th Street, Fort Smith, AR 72903 | 479-484-5173 |
| Edward Jones Inquire with Edward |
9103 Ra Young Jr Dr, Fort Smith, AR 72916 | 479-397-3056 |
| Edward Jones Inquire with Edward |
3730 Rogers Avenue, Fort Smith, AR 72903 | 479-782-1770 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
