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Find Top Financial Advisors in Fort Smith, Arkansas

Fort Smith, Arkansas is a bustling city of over 90,400 residents, with a cost of living that's 3% lower than the state average. To benefit from this city's low cost of living, exploring avenues for financial growth can prove advantageous with the help of a reliable and qualified financial advisor. Fortunately, WiserAdvisor's directory is a helpful resource for searching for a vetted financial advisor or a financial advisory firm that has experience working with Fort Smith residents. The ranked and pre-screened financial professionals listed below can provide personalized advice on retirement planning, investment strategies, wealth management, estate planning, and more, enabling them to help you make informed decisions about your financial future. You may also use our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

Finding the Top Financial Advisor in Fort Smith, Arkansas

Last Updated - February 22, 2024

Fort Smith has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Fort Smith, Arkansas have an average of 21 years of experience.

NOTE: The list of vetted financial advisors in Fort Smith, Arkansas mentioned below does 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 Years $30,000,000 $25,000 Fee-Based

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Information on Qualified Financial Advisors in Fort Smith, Arkansas

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.

About LPL Financial

LPL Financial

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


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Fort Smith, Arkansas (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
OCTOBER WEALTH ADVISORS, INC
322 North 8th Street, Fort Smith, AR 72901
3 350 $109,063,675
A Percentage of AUM, Fixed Fees

    Select other cities around Fort Smith, Arkansas to broaden your search for a financial advisor

    Frequently Asked Questions

    Financial advisors in Arkansas typically offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, as well as your financial needs and goals. Read on to better understand how financial advisors can assist you with the various services they provide.

    To find a reputable financial advisor in Arkansas, you can start by asking for referrals from friends and family members who have worked with financial advisors in the past. You can also research financial advisors online using respected regulatory organizations like FINRA and the SEC., and look for credentials such as the Certified Financial Planner (CFP) designation. For a convenient and reliable option, we recommend using the free financial advisor match tool that helps you connect with pre-screened and vetted advisors specifically matched to your financial goals.

    To ensure that a financial advisor in Arkansas prioritizes your best interests, seek out advisors who adhere to a fiduciary standard, which legally obligates them to act in your best interests and avoid conflicts of interest. When selecting an advisor, inquire about their fiduciary status and how they will consistently prioritize your interests. To make sure your best interests are being considered, learn more about the role of a fiduciary financial advisor and the support they can provide.

    The cost of hiring a financial advisor in Arkansas varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, fee-based, or solely earn a commission from financial product sales. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    A financial advisor in Arkansas can help you with various financial goals including planning for your retirement, creating strategies for investments that will help you grow your wealth, save you money, manage your debt, and estate planning to assist you in transferring your assets to your heirs. Read the article to learn more about how a financial advisor can help you with your financial goals.

    When comparing different financial advisors in Arkansas it's important to consider their qualifications, credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare 2-3 vetted advisors in Arkansas, specifically tailored to your financial needs and goals.

    When evaluating the qualifications of financial advisors in Arkansas, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.

    Working with a financial advisor in Arkansas can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns. They can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read about the benefits of working with a financial advisor.

    Yes, there are financial advisors in Arkansas who specialize in retirement planning. These advisors typically have expertise in providing guidance on investment strategies, tax planning, wealth preservation, and legacy planning to optimize retirement outcomes. However, WiserAdvisor's directory may not include advisors that specialize in retirement planning. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning services are among the services an advisor offers. To learn more about how you can further benefit from the help of a retirement planner, explore why you should hire a retirement advisor.

    Yes, there are financial advisors in Arkansas who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if starting late in life.

    The typical minimum asset requirement for working with a financial advisor in Arkansas can vary. While some advisors might have specific minimum investment thresholds, many are willing to offer valuable guidance and support regardless of the size of your portfolio. Even if you have a relatively small amount to invest, an advisor can assist you in creating a customized plan to achieve your financial goals, manage risks, and make well-informed decisions. To learn more about how financial advisors can help with investment management and portfolio growth, consider exploring the impact of asset allocation on your investments.

    To check if a financial advisor in Arkansas has any disciplinary actions or complaints filed against them, you can use the Financial Industry Regulatory Authority's (FINRA) BrokerCheck tool. This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The detailed information provided through BrokerCheck includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. We recommend using this guide to learn how to use BrokerCheck to evaluate a financial advisor's credentials.

    To determine the ideal retirement age and timeline for your financial situation in Arkansas, several factors should be considered. Begin by assessing your current financial health, including savings, investments, and any employer-sponsored retirement plans. You also want to consider your anticipated Social Security benefits, desired lifestyle in retirement and expenses, and factors regarding your health and family longevity. To learn more about how to ensure your retirement is aligned with your financial capabilities and aspirations, learn more about the 6 important factors to assess your retirement readiness.