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John Hamilton Weir

Advisor at Benjamin F. Edwards & Company, Inc. — Conway, AR

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

42 years

Location

Conway, AR

Benjamin F. Edwards & Company, Inc. logo

Benjamin F. Edwards & Company, Inc.

Enterprise

Total advisors

511

Across 152 offices

Clients per advisor

64 Typical

Avg AUM per client

$553,528 Typical

HNW client ratio

1% Very Low

About

John Weir is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2014. His prior roles are not detailed. Outside of advisory work, he is a member of a family LLC managing farming interests. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a variety of investment strategies, including model-based and customized portfolios, and combines broker-dealer capabilities with in-house trading and additional financial services.

Client services

Based on Benjamin F. Edwards & Company, Inc.

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

Expertise

Based on Benjamin F. Edwards & Company, Inc.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Benjamin F. Edwards & Company, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Financial Planning negotiable flat fees; Plan Participant Consulting one-time fees with $200 minimum

Percentage

$0 - $250,000: 1.50% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $250,001 - $500,000: 1.25% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $500,001 - $1,000,000: 1.00% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $1,000,001+: 0.75% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $0 - $250,000: 2.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $250,001 - $500,000: 1.75% (Exchange Traded Fund Portfolios - Confluence, First Trust) $500,001 - $1,000,000: 1.50% (Exchange Traded Fund Portfolios - Confluence, First Trust) $1,000,001+: 1.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $0 - $250,000: 1.75% (Exchange Traded Fund Portfolios - Morningstar) $250,001 - $500,000: 1.50% (Exchange Traded Fund Portfolios - Morningstar) $500,001 - $1,000,000: 1.25% (Exchange Traded Fund Portfolios - Morningstar) $1,000,001+: 1.00% (Exchange Traded Fund Portfolios - Morningstar) $0 - $100,000: 1.25% (Exchange Traded Fund Portfolios - BFE models) $100,001 - $350,000: 1.00% (Exchange Traded Fund Portfolios - BFE models) $350,001+: 0.75% (Exchange Traded Fund Portfolios - BFE models) $0 - $250,000: 2.00% (Client Portfolios) $250,001 - $500,000: 1.50% (Client Portfolios) $500,001 - $1,000,000: 1.25% (Client Portfolios) $1,000,001 - $2,500,000: 1.00% (Client Portfolios) $2,500,001 - $5,000,000: 0.65% (Client Portfolios) $0 - $250,000: 2.25% (Private Portfolios) $250,001 - $500,000: 1.75% (Private Portfolios) $500,001 - $1,000,000: 1.50% (Private Portfolios) $1,000,001 - $2,500,000: 1.25% (Private Portfolios) $2,500,001 - $5,000,000: 0.85% (Private Portfolios) $5,000,001+: 0.75% (Private Portfolios) $0 - $500,000: 2.75% Equity / 1.25% Fixed Income (Separately Managed Portfolios) $500,001 - $1,000,000: 2.25% Equity / 1.15% Fixed Income (Separately Managed Portfolios) $1,000,001 - $2,500,000: 1.75% Equity / 1.00% Fixed Income (Separately Managed Portfolios) $2,500,001+: 1.25% Equity / 0.85% Fixed Income (Separately Managed Portfolios) $0 - $500,000: 2.25% (Unified Managed Account) $500,001 - $1,000,000: 1.75% (Unified Managed Account) $1,000,001 - $2,500,000: 1.25% (Unified Managed Account) $2,500,001+: 1.00% plus manager cost 0.00% to 0.50% (Unified Managed Account)

Commissions

Brokerage accounts with transaction-based commissions; commissions refunded if advisory account more appropriate.

Project-based

Financial Planning hourly rate $300/hour

Subscriptions

Plan Participant Consulting may be charged as annual flat fee or based on plan value, minimum $200, max 1% of plan value

Other

Account minimum: $5,000 Minimum fee: $125 minimum annual fee applies to all investment advisory accounts Fee-only: Financial Planning: $300/hour or negotiable flat fee; Retirement Plan Consulting, Investment Management Consulting, and Plan Participant Consulting fees are negotiable and depend on services provided.

Location

See office

Conway, AR

Conway AR

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

42 years of industry experience

Benjamin F Edwards & Co

2014 - Present • 12 years

Harrison, AR

Disclosures

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

Business activities & affiliations

user avatar

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
user avatar

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
user avatar

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
user avatar

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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