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James Nicholas Merriweather

Advisor at Ipsen Advisor Group — Little Rock, AR Centerview Drive

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

7 years

Location

Little Rock, AR 72211

Ipsen Advisor Group logo

Ipsen Advisor Group

Supported

Total advisors

3

Clients per advisor

112 Very High

Avg AUM per client

$672,421 Typical

HNW client ratio

14% Low

About

James Merriweather is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of experience in the industry. He currently serves at Ipsen Advisor Group and has prior experience at Ameriprise Financial Services and Henderson State University. Merriweather is also an owner and manager of Ipsen Partners, LLC, where he participates in management meetings and business planning. Ipsen Advisor Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses fundamental analysis to construct tailored portfolios and offers both standalone financial planning and integrated managed accounts.

Client services

Based on Ipsen Advisor Group

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Ipsen Advisor Group

General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Active portfolio management

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Fee options

Fixed

Financial Planning fixed fees typically range from $900 to $5,000

Percentage

$0 - $1,000,000: 1.15% - 1.50% $1,000,000 - $2,500,000: 0.90% - 1.35% $2,500,000 - $5,000,000: 0.60% - 1.20% $5,000,000 - $10,000,000: 0.40% - 0.95% $10,000,000 - $15,000,000: 0.25% - 0.75% $15,000,000+: 0.15% - 0.65%

Project-based

Up to $600 per hour for financial planning services

Other

Fee-only: Financial Planning fees: $900 to $5,000 fixed fee or up to $600 per hour

Location

Little Rock, AR Centerview Drive

1701 Centerview Drive, Suite 121

Little Rock AR 72211

Advisors at this office

3

Most active in

Arkansas · Texas

Work history

7 years of industry experience

Ipsen Advisor Group LLC

2022 - Present • 4 years

Little Rock, AR

SOWELL MANAGEMENT d/b/a IPSEN ADVISOR GROUP

2021 - 2022 • 1 year

Little Rock, AR

Ameriprise Financial Services, inc.

2017 - 2020 • 3 years

Little Rock, AR

Henderson State University

2013 - 2016 • 3 years

Arkadelphia, AR

Salty Dog Boating Center

2009 - 2017 • 8 years

Hot Springs, AR

Disclosures

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

Business activities & affiliations

Ledly J

Series 65, JD

Little Rock, AR

Caprock Wealth Management

Ledly Jennings is an advisor at CapRock Wealth Management in Little Rock, Arkansas. He joined the firm alongside its founder, having previously worked at Stephens Inc. and the Stan Miller Law Group. He also maintains his own law practice at L. Jennings Law, PLLC. CapRock Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals and generational families. The firm combines passive and active investment strategies — applying fundamental analysis and modern portfolio theory tailored to each client’s objectives — and offers discretionary portfolio management.

Trust structures (GRAT, IDGT, revocable) Business succession planning General estate planning guidance Multi-generational wealth transfer Inheritance planning Founder/Business Owner Attorney Oil & Gas Self-Employed Dentist Christian Faith Based Baby Boomers (Born 1946-1964) Intergenerational Families Sandwich Generation Established Professionals
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Allen H

Series 66

Benton, AR

Wealth Ready

Allen Harris Sr. is a financial advisor with Wealth Ready, holding a Series 66 license and bringing nine years of industry experience. He has worked at firms including Arvest Wealth Management, Merrill, Bank of America, and currently Health Equity, where he is employed full time as a Service Delivery Manager. Outside of his advisory role, Mr. Harris serves as President of the Board of Directors for the Arkansas Employment Career Center, a nonprofit organization. Wealth Ready is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial planning and discretionary portfolio management with no account minimums, using a risk-based approach that incorporates diversified portfolios primarily through passive strategies, while allowing short-term trading and options where appropriate.

Wealth management General retirement planning Tax strategies for small businesses Annuities Self-Employed
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Adam R

Series 63, Series 65

Little Rock, AR

Rainbrook Capital LLC

Adam Raines is a financial advisor at Rainbrook Capital LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens Inc. for 18 years. Rainbrook Capital provides discretionary investment management, holistic financial planning, and qualified retirement plan consulting to individuals, high-net-worth households, families, and plan sponsors. The firm uses diversified asset allocation guided by Modern Portfolio Theory principles and offers retirement plan consulting services, including serving as a plan fiduciary under ERISA.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Active portfolio management

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Active portfolio management Passive / index investing Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder and principal of Summerhill & Co., LLC, with eight years of experience in investment advisory services. He previously worked for The Stephens Group, LLC for eleven years. In addition to investment advisory, Summerhill provides accounting, tax, consulting, and advisory services as a licensed CPA. Summerhill & Co. offers discretionary and non-discretionary investment advisory services to individual clients and their retirement accounts, utilizing proprietary model portfolios primarily comprised of exchange-traded funds, supplemented as appropriate with mutual funds, stocks, bonds, or MLPs. The firm integrates ongoing CPA-style accounting and tax services alongside investment management, a combination that is rare among independent advisors.

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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