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Jeremy Webb

Advisor at Independent Financial Group, LLC — Fayetteville, AR

Updated today

Credentials

Series 66

Experience

13 years

Location

Fayetteville, AR 72701

Independent Financial Group, LLC logo

Independent Financial Group, LLC

Enterprise

Total advisors

461

Across 291 offices

Clients per advisor

56 Typical

Avg AUM per client

$474,424 Typical

HNW client ratio

9% Low

About

Jeremy Webb is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Independent Financial Group, LLC since 2017 and previously worked at SII Investments from 2013 to 2017. In addition to his advisory role, Webb operates Webb & Associates, through which he offers insurance products and financial services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs via its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Client services

Based on Independent Financial Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Independent Financial Group, LLC

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Independent Financial Group, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting services; negotiable and specified in Financial Planning/Consulting Agreement.

Percentage

$0 - $250,000: 2.00% maximum Advisor Fee + 0.16% Program Fee $250,000 - $500,000: 2.00% maximum Advisor Fee + 0.12% Program Fee $500,000 - $1,000,000: 2.00% maximum Advisor Fee + 0.10% Program Fee $1,000,000 - $2,000,000: 2.00% maximum Advisor Fee + 0.06% Program Fee $2,000,000 - $5,000,000: 2.00% maximum Advisor Fee + 0.05% Program Fee $5,000,000+: 2.00% maximum Advisor Fee + 0.04% Program Fee

Commissions

Commissions earned by IARs when acting as registered representatives for brokerage services outside advisory programs.

Project-based

Hourly financial consulting fees, collected in advance or arrears; negotiable and specified in Financial Planning/Consulting Agreement.

Subscriptions

Subscription-based fees for financial planning programs, stated in the Financial Planning/Consulting Agreement, paid monthly or quarterly.

Other

Account minimum: $2,000 to $100,000 depending on program; specific minimums include $5,000 for AccessPoint Models, $25,000 for AccessPoint Advisor Portfolios, $2,000 manager dependent for Fund Strategist Portfolios, $100,000 for Separately Managed Accounts, $50,000 for Unified Managed Accounts, $25,000 for AP Client, $50,000 for CAM Client Schwab, no minimum for Retirement Plan Services (RPS) Fee-only: Hourly rates, flat fees, and subscription billing for financial planning and consulting services; fees are negotiable and detailed in Financial Planning/Consulting Agreement.

Location

See office

Fayetteville, AR

530 North College Avenue

Fayetteville AR 72701

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

13 years of industry experience

Independent Financial Group, LLC

2017 - Present • 9 years

Fayetteville, AR

SII Investments

2013 - 2017 • 4 years

Fayetteville, 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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Jeannette T

Series 66

Farmington, AR

Hulsey Capital Management, Inc.

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

Wealth management College savings (529s, UTMA, etc.)
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James S

Series 63, Series 66, Series 65

Fayetteville, AR

SignalUp Wealth, LLC

James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, holding Series 63, Series 65, and Series 66 licenses with 15 years of industry experience. His prior roles include positions at SignalPoint Asset Management and Ameriprise Financial Services. Outside of advising, he is a partner in Oooweee, LLC, a commercial real estate entity. SignalUp Wealth, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm offers portfolio management using fundamental, technical, and charting analysis and provides formal pension consulting and ERISA 3(21) fiduciary services.

Wealth management
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John C

Series 66

Fayetteville, AR

Holy City Prosperity, LLC

John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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Stephen S

CFP®, Series 63

Fayetteville, AR

Spicer Capital

Stephen Spicer is a CFP® with 11 years of experience in the financial services industry. He is the founder of Spicer Capital, LLC and has previously worked at API Financial Advisors, LLC and Symmetry Financial Group. He serves as a trustee for a non-marital family trust established for his son. Spicer Capital, LLC is an independent registered investment adviser managing approximately $5.86 million for 28 clients, including individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides investment management, financial planning, insurance placement, and employer retirement plan services, utilizing a network of SEC-registered portfolio managers and offering educational resources to clients and the public.

Real estate investing Annuities General tax planning
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James W

Series 66

Fayetteville, AR

Sovereign Capital LLC

James Wheeler is a financial advisor at Sovereign Capital LLC in Fayetteville, AR, holding a Series 66 designation with eight years of industry experience. He previously worked at Arvest Wealth Management and Arvest Bank before founding Sovereign Capital in 2021. Outside of financial advising, he owns and operates Adventure Lawn Care LLC, a lawn service business. Sovereign Capital LLC provides discretionary and non-discretionary portfolio management and IRA rollover advice to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies, with a notable focus on the use of derivatives and complex instruments tailored to client objectives.

Options & derivatives strategies Active portfolio management
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John S

Series 65

Fayetteville, AR

Cornerstone Advisors LLC

John Savard is a financial advisor with Cornerstone Advisors LLC in Fayetteville, AR, holding a Series 65 credential and having one year of industry experience. Prior to joining Cornerstone Advisors, he spent eight years at DogWatch. Cornerstone Advisors LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of analytical methods and investment strategies, offering ongoing portfolio management and financial planning with both discretionary and non-discretionary engagements.

Options & derivatives strategies Annuities
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