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Dustin Parsons

Advisor at Savvy

Updated today

Location

Cabot, AR

Credentials

Series 66

Industry experience

9 years

About

Dustin Parsons is a Series 66-licensed financial advisor at Savvy with nine years of industry experience. His prior roles include positions at Kingswood Capital Partners and Arvest Wealth Management. Outside of finance, he owns and operates Blind Tiger Chandlery, LLC, a business that manufactures and sells bespoke home fragrance products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based cores with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Client services

Based on Savvy

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Savvy

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Occupation focus

Based on Savvy

Founder/Business Owner Executive

Demographic focus

Based on Savvy

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Tax preparation services charged at a flat fee of $895; financial planning and consulting charged flat fees, negotiable.

Percentage

$0+: Negotiable, typically ranging from 0.30% to 1.9% per year depending on size and complexity N/A - N/A: Net worth based fees negotiated, typically 0.10% to 0.40% annually, billed quarterly in advance

Commissions

Some firm representatives receive commissions from unaffiliated broker-dealers or insurance sales, separate from advisory fees.

Other

Account minimum: $500,000 Minimum fee: Advisors may implement a minimum account fee for accounts below the minimum size; specific amounts not stated. Fee-only: Flat fees for financial planning and consulting services, negotiable, assessed quarterly.

Location

Cabot, AR

Most active in

Arkansas · Texas

Work history

Kingswood Capital Partners

2024 - Present (2 years)

Savvy

2023 - Present (3 years)

Arvest Wealth Management

2021 - 2023 (2 years)

Arvest Wealth Management

2017 - 2021 (4 years)

Arvest Bank

2011 - 2017 (6 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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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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Marshall B

Series 66

Cabot, AR

Paladin Investment Advisors

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Justin K

Series 66

Cabot, AR

Paladin Investment Advisors

Justin Kaminski is a financial advisor at Paladin Investment Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Pinnacle Advisors, LPL Enterprise LLC, Walton Enterprises Inc., and Walmart Inc. Outside of advising, Kaminski is a business owner of a tanning salon and serves as a nonprofit board member for Graceland University. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofits, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process using active, passive, or blended strategies, including a wrap fee program and third-party sub-advisory services.

Real estate investing Annuities Options & derivatives strategies
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Kenneth K

Series 65

Cabot, AR

Paladin Investment Advisors

Kenneth Kincade is a financial advisor at Paladin Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Veritas Independent Partners and World Trend Financial Planning Services. Outside of his advisory role, Kincade serves as the mayor of Cabot, Arkansas, and is the managing partner of an accounting firm specializing in tax preparation, business consulting, and valuation. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit organizations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and offers a customized, holistic wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Seth H

Series 65

Cabot, AR

Paladin Investment Advisors

Seth Haile is a financial advisor at Paladin Investment Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Edward Jones and Strategic Financial Partners. Outside of finance, he has been involved with First Baptist Church since 2022. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Kathryn C

Series 63, Series 66

Beebe, AR

St. Bernard Financial Services, Inc.

Kathryn Carroll is a financial advisor at St. Bernard Financial Services, Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with St. Bernard Financial Services since 2010. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, with an emphasis on low-cost, no-load funds and collaborative client relationships.

Annuities General estate planning guidance Founder/Business Owner
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