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Daniel Lucas Dickerson

Advisor at RCM Wealth Advisors — Hot Springs, AR

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Hot Springs, AR 71913

RCM Wealth Advisors logo

RCM Wealth Advisors

Team

Total advisors

12

Across 7 offices

Clients per advisor

66 High

Avg AUM per client

$260,565 Very Low

HNW client ratio

19% Low

About

Daniel Dickerson is a financial advisor with RCM Wealth Advisors in Hot Springs, AR, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Money Concepts Capital Corp., Veritas Independent Partners, and multiple insurance agencies. He also operates Dickerson Insurance and Financial Services, a property and casualty business. RCM Wealth Advisors provides investment portfolio management and financial planning to individual clients, pension and profit-sharing plans, and corporate entities. The firm employs both discretionary and non-discretionary strategies, utilizing fundamental and cyclical analysis overseen by an internal Investment Policy Committee.

Client services

Based on RCM Wealth Advisors

Financial planning Portfolio management

Expertise

Based on RCM Wealth Advisors

Options & derivatives strategies Concentrated stock management

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Fee options

Fixed

Fixed fee financial plan at $1,500; may be up to $3,000 for complex plans

Percentage

$0 - $100,000: 2.0% $100,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.5% $1,000,000 - $5,000,000: 1.25% $5,000,000+: 1.0%

Commissions

Commissions may be earned on futures and insurance products through affiliated entities

Project-based

Financial planning services at $150 per hour

Subscriptions

Financial planning retainer fee of $750 quarterly, payable in advance

Other

Account minimum: $25,000 Minimum fee: $500 annual minimum fee or 0.5% on assets for non-discretionary accounts Fee-only: Financial planning fees: $150 per hour or $1,500 per plan; fixed fees up to $3,000 for complex plans; $750 quarterly retainer for ongoing planning services

Location

See office

Hot Springs, AR

100 Ohio Dr

Hot Springs AR 71913

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

16 years of industry experience

Money Concepts Capital Corp.

2025 - 2026 • 1 year

Palm Beach Gardens, FL

Dickerson Insurance and Financial Services

2018 - Present • 8 years

Hot Springs, AR

Veritas Independent Partners

2018 - 2025 • 7 years

Conway, AR

Alan Springer Agency, Inc

2017 - 2018 • 1 year

Hot Springs, AR

The Dickinson Agency, LLC / Dickinson Insurance & Financial Services

2015 - 2017 • 2 years

Little Rock, AR

Allstate Insurance CO

2015 - 2018 • 3 years

Little Rock, AR

Northwestern Mutual Investment Management

2015 - 2015 • 1 year

Little Rock, AR

Disclosures

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

Business activities & affiliations

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Chad A

Series 66

Hot Springs, AR

New Horizon Asset Management

Chad Amerson is a financial advisor at New Horizon Asset Management in Hot Springs, Arkansas, with 23 years of industry experience. He holds a Series 66 designation and has been with Capital Financial Advisors, Inc. since 2006. In addition to his advisory role, he is also licensed as an insurance agent. New Horizon Asset Management is an independent firm offering portfolio management, retirement and estate planning, and insurance-related advice to individuals, institutions, and business entities. The firm uses a combination of long- and short-term investment strategies, including fundamental and technical analysis, with discretionary trading authority and regular account reviews.

General retirement planning General estate planning guidance
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David R

CFP®

Hot Springs National Park, AR

Minas Financial Planning

David Rodriguez is a CFP® certificant and the sole advisor at Minas Financial Planning with six years of industry experience. He has served as a finance professor at Henderson State University since 2014. Outside of financial advising, he founded and manages ROC Realty, a real estate brokerage based in Chicago. Minas Financial Planning provides project-based and ongoing financial planning services, third-party manager selection and oversight, and directly held real estate analyses to a diverse client base including pooled vehicles, institutions, and individuals. The firm employs a primarily passive investment approach using low-cost index funds and ETFs while also incorporating fundamental and technical analyses in its reviews.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Scott S

CFP®, CFA®, Series 66

Hot Springs, AR

Good Life Wealth Management LLC

Scott Stratton is the sole advisor at Good Life Wealth Management LLC in Hot Springs, AR, with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has led his independent firm since 2014. Outside of financial advising, Stratton is a freelance musician and a freelance author and speaker. Good Life Wealth Management provides financial planning and investment advisory services primarily to individuals and high-net-worth clients. The firm uses a Core + Satellite investment approach focused on tax efficiency and offers both discretionary and non-discretionary account management.

Passive / index investing Active portfolio management Wealth management
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Steven I

Series 63, Series 65

Hot Springs, AR

Foresight Investment Advisors, LLC

Steven Irwin is a financial advisor with Foresight Investment Advisors, LLC in Hot Springs, Arkansas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Foresight since 2010. Outside of advising, he is involved in several business activities including insurance sales through The Irwin Agency, Inc. and Arkansas Retirement and Wealth, LLC, as well as managing an aircraft rental company and an oil production entity. Foresight Investment Advisors, LLC serves primarily as a signal provider to other registered investment advisers, developing conservative investment strategies focused on clients approaching or in retirement. The firm combines fundamental, technical, and cyclical analysis to guide investment signals without taking custody or discretion of client accounts.

General retirement planning Income planning Approaching retirement
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Jared Z

Series 63, Series 65

Hot Springs, AR

Zeiser Wealth Management LLC

Jared Zeiser is a financial advisor at Zeiser Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial Services and Triad Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent. Zeiser Wealth Management LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm employs a disciplined, formula-driven “Advance and Protect” process that integrates quantitative, technical, and fundamental analysis to manage portfolios and offers both discretionary management and stand-alone consulting.

Active portfolio management Options & derivatives strategies
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Tony N

Series 65

Hot Springs, AR

Strongtower Wealth Management, Plc

Tony Nation II is a financial advisor at StrongTower Wealth Management, Plc with one year of industry experience. He holds a Series 65 credential and previously worked at Keith Smith Company for six years and Nation's Small Engine for three years. Outside of his advisory role, he engages in public speaking at churches, pastor conferences, and marriage retreats, teaching on Biblical and personal finance topics. StrongTower Wealth Management is a team-based investment adviser serving individuals, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a Modern Portfolio Theory-based approach with practical adjustments and offers access to mutual funds, ETFs, individual securities, and certain private or alternative investments for qualified clients.

Wealth management Real estate investing
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