Chrissy Nguyen

Advisor at Independent Financial Group, LLC — Fort Smith, AR

Updated today

Credentials

Series 66

Experience

9 years

Location

Fort Smith, AR

Independent Financial Group, LLC logo

Independent Financial Group, LLC

Enterprise

Total advisors

461

Across 293 offices

Clients per advisor

56 Typical

Avg AUM per client

$474,424 Typical

HNW client ratio

9% Low

About

Chrissy Nguyen is a financial advisor at Independent Financial Group, LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for seven years and Merrill Lynch for three years. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of firm- and third-party investment models, offering financial planning and portfolio management across various platforms and risk profiles.

Client services

Based on Independent Financial Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Business ownership considerations Retirement income strategy Retirement withdrawal strategies

Occupation focus

Founder/Business Owner

Demographic focus

Religious/faith focused

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees charged for financial planning based on services and complexity; fees negotiable and documented in Financial Planning/Consulting Agreement

Percentage

$0 - $250,000: 2.16% (2.00% advisor fee + 0.16% program fee max) $250,000 - $500,000: 2.12% (2.00% advisor fee + 0.12% program fee max) $500,000 - $1,000,000: 2.10% (2.00% advisor fee + 0.10% program fee max) $1,000,000 - $2,000,000: 2.06% (2.00% advisor fee + 0.06% program fee max) $2,000,000 - $5,000,000: 2.05% (2.00% advisor fee + 0.05% program fee max) $5,000,000+: 2.04% (2.00% advisor fee + 0.04% program fee max)

Commissions

Advisory firm is a broker-dealer; clients pay commissions when purchasing securities or insurance products through brokerage services; IARs receive commissions separately

Project-based

Hourly financial consulting fees, payable in advance or arrears; specific amounts negotiated per client

Subscriptions

Subscription-based fees for financial planning programs, paid monthly or quarterly as specified in Financial Planning/Consulting Agreement

Other

Account minimum: $2,000 Fee-only: Negotiable fees for advisory services generally up to 3.00% annually; financial planning hourly fees, fixed fees, subscription fees available; fees specified in Financial Planning/Consulting Agreement

Location

See office

Fort Smith, AR

Fort Smith AR

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

9 years of industry experience

Independent Financial Group LLC

2026 - Present • 1 year

Fort Smith, AR

Edward Jones

2019 - 2026 • 7 years

St.Louis, MO

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2016 - 2019 • 3 years

Fort Smith, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brian S

Series 65

Alma, AR

QVG, LLC

Brian Sledz is a financial advisor at QVG, LLC in Alma, Arkansas, holding a Series 65 credential with 15 years of industry experience. He has been with QVG, LLC since 2010. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, utilizing a quantitative and rule-based investment process. The firm offers a range of portfolio management strategies, including equity dividend, income, REIT, multi-asset, and special situations approaches.

Active portfolio management Real estate investing Options & derivatives strategies
user avatar

David C

Series 63

Fort Smith, AR

October Wealth Advisors, Inc

David Craig is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, with 25 years of industry experience. He holds a Series 63 designation and has been with October Wealth Advisors since 2010. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and employs fundamental, technical, and cyclical analyses, emphasizing diversification and disciplined portfolio management, particularly in fixed-income investments.

General retirement planning Income planning
user avatar

Bernie M

CFA®, Series 63, Series 65

Alma, AR

QVG, LLC

Bernie Manard is a CFA® charterholder with 28 years of industry experience. He is a principal at QVG, LLC, where he has worked since 2014. His prior experience includes roles at Longboat Key Distributors, Inc. and Achieve Financial Independence, where he also serves as a principal providing group health insurance to small companies. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm uses a model-driven investment approach that incorporates proprietary quantitative factors and macroeconomic inputs, managing a range of strategies including equity, income, REIT, and special-situations portfolios.

Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Jon Erik G

Series 65

Fort Smith, AR

October Wealth Advisors, Inc

Jon Erik Garrido is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, holding a Series 65 designation with 10 years of industry experience. He has been with October Wealth Advisors since 2013 and also operates a lawn and landscaping business. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on client-specific financial planning and employs a strategic asset allocation approach with an emphasis on diversification, fixed-income management, and disciplined security selection.

General retirement planning Income planning
user avatar

William E

Series 63, Series 65

Fort Smith, AR

Vertis Wealth, LLC

William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at TriFound Advisory LLC, Trifound Financial LLC, and AE Wealth Management LLC. Eden has been president and an insurance agent at Eden Financial Group, Inc. since 1983, where he is involved in insurance sales. Vertis Wealth, LLC provides asset management and financial consulting services to individuals, charitable organizations, and corporations, focusing on a long-term, value-oriented investment approach combined with strategic asset allocation and option strategies. The firm serves high-net-worth clients and emphasizes tailored portfolio management and fiduciary standards for retirement accounts.

Options & derivatives strategies
user avatar

Eric E

Series 66

Ft Smith, AR

Arvest Wealth management

Eric Eidson is a Series 66-credentialed financial advisor at Arvest Wealth Management in Fort Smith, Arkansas, with 11 years of industry experience. He has worked with Arvest Wealth Management since 2016. Outside of his advisory role, he serves as vice president of a private behavioral health practice operated by his wife, contributing limited time to the business. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm’s investment approach integrates fundamental, technical, quantitative, and qualitative analysis to tailor asset allocation and strategies according to client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)