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Donald William Dietz

Advisor at Stratos Wealth Partners, Ltd — Conway, AR

Updated today

Credentials

Series 66

Experience

17 years

Location

Conway, AR

Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Enterprise

Total advisors

379

Across 130 offices

Clients per advisor

66 Typical

Avg AUM per client

$706,728 High

HNW client ratio

17% Typical

About

Donald Dietz is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds the Series 66 designation and has worked at Stratos Wealth Partners and LPL Financial since 2013, following four years at Edward Jones. Dietz is based in Conway, Arkansas. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Client services

Based on Stratos Wealth Partners, Ltd

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Stratos Wealth Partners, Ltd

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy

Occupation focus

Based on Stratos Wealth Partners, Ltd

Executive Founder/Business Owner Retired Financial Professional

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Fee options

Fixed

Flat fees available for financial plans with engagement terminating on delivery; max flat fee asset management up to 2.0%.

Percentage

$0 - $10,000: Not explicitly stated (minimum account size $10,000, in certain cases lower) $10,000+: Maximum annual advisory fee is 2.0% for Strategic Wealth Management and other advisor-managed non-wrap accounts $5,000+: Minimum account for LPL's Guided Wealth Portfolios (GWP) Managed Service $10,000+: Minimum account for LPL's Optimum Market Portfolios (OMP) Program $25,000+: Minimum account for LPL's Model Wealth Portfolios Program (MWP); fee up to 2.83% $100,000+: Minimum account for LPL's Manager Access Select (MAS)/Managed Access Network (MAN) Program $250,000+: Minimum account for LPL's Personal Wealth Portfolios Program (PWP)

Commissions

IARs registered representatives of LPL may earn commissions on securities and insurance products; commissions vary.

Project-based

Hourly consulting fees typically range up to $500 per hour, may be higher in some cases.

Subscriptions

Subscription financial planning fees negotiated between IAR and client on a recurring monthly or quarterly basis.

Other

Account minimum: $10,000 Minimum fee: Financial Planning/Consulting Fees are negotiable; hourly fees typically up to $500 per hour; subscription fees negotiated between IAR and client. Fee-only: Negotiable financial planning and consulting fees; hourly up to $500/hour; subscription financial planning fees negotiated.

Location

See office

Conway, AR

Conway AR

Advisors at this office

1

Most active in

Arkansas · Louisiana · Texas

Work history

17 years of industry experience

Stratos Wealth Partners, Ltd

2013 - Present • 13 years

Conway, AR

LPL Financial, llc

2013 - Present • 13 years

Conway, AR

Edward Jones

2009 - 2013 • 4 years

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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Gregory O

Series 63, Series 65

Greenbrier, AR

Financial Professionals Incorporated

Gregory Ostedgaard is a financial advisor with Financial Professionals Incorporated in Greenbrier, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Financial Professionals Incorporated since 2002 and has been self-employed in insurance sales and servicing since 1981. He is also a licensed insurance agent involved in insurance product sales. Financial Professionals Incorporated provides discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and corporate entities, including pension and profit-sharing plans. The firm employs defined model portfolios and utilizes the Envestnet third-party strategist network, with a focus on ERISA plan services including 3(21) fiduciary and 3(38) investment manager roles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management

Michael Tyler is a CFA® charterholder and the sole advisor at Eagle Valley Wealth Management in Vilonia, Arkansas. He has experience at MetLife Investment Management and Ameri-Can International Academy prior to founding his independent advisory firm. Eagle Valley Wealth Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines Modern Portfolio Theory with third-party investment models to customize portfolios and offers fixed, project, and hourly fees rather than percentage-of-assets billing.

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Daniel A

Series 65

Conway, AR

Antoine Wealth Management

Daniel Antoine is the principal advisor at Antoine Wealth Management in Conway, AR. He holds a Series 65 designation and has three years of experience in financial advising. Prior to founding his firm, he worked in the energy sector, including roles at Enable Midstream Partners, LP and Energy Transfer LP, where he currently serves as a Senior DOT Compliance Specialist. Antoine Wealth Management serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning, retirement and education planning, and portfolio management. The firm’s investment approach integrates fundamental analysis with Modern Portfolio Theory, emphasizing tail-risk management through scenario analysis and stress testing, and employs both active and passive strategies tailored to client needs.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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Lane C

Series 65, Series 63

Conway, AR

Asheri Grove Financial Planning

Lane Carter is a financial advisor at Asheri Grove Financial Planning with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with firms including Northwestern Mutual and MassMutual. Before entering financial advising, Carter worked in marketing and spent time as a student at the University of Central Arkansas. Asheri Grove Financial Planning provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to build portfolios, offering both passive and active investment options with a fee-only structure.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Young Professionals
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Townsend P

Series 66

Conway, AR

Riverland Wealth Management

Townsend Phipps is a financial advisor at Riverland Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Riverland Wealth Management since 2022. Prior to this, he was employed at Trutoro and NEXT Financial Group. Outside of his advisory role, Phipps is the president and owner of Rhinestone Capital Investments, LLC, where he also holds a real estate broker license. Riverland Wealth Management serves individual clients, charitable organizations, and businesses with investment management, financial planning, and retirement plan consulting. The fee-only firm employs an asset-allocation approach based on Modern Portfolio Theory, combining active and passive investment vehicles and managing approximately $53.3 million in discretionary assets.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies
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Lindsay L

Series 63, Series 66

Greenbrier, AR

Planwiser Financial

Lindsay Lingo is a financial advisor at Planwiser Financial with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Signal Advisors, Mutual Advisors, LLC, and Sowell Management Services. Outside of her advisory role, Lingo owns Lingo Consulting, a firm that provides technology and operations consulting to businesses. PlanWiser Financial serves individual and high-net-worth clients, families, trusts, retirement plan sponsors, and charitable organizations. The firm employs a combination of strategic, dynamic, and tactical asset-allocation strategies supported by a proprietary quantitative optimization model, and offers integrated tax and accounting services through its affiliated entity, PlanWiser Tax, LLC.

General retirement planning Wealth management
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