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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

517

Across 153 offices

Clients per advisor

63 Typical

Avg AUM per client

$553,528 Typical

HNW client ratio

1% Very Low

About

John Weir is a CFP® professional with over 42 years of experience in the financial services industry. He has worked with Benjamin F. Edwards & Company, Inc. since 2014 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is a member of a family farming LLC that manages rice and soybean cultivation. Benjamin F. Edwards & Company, Inc. is a large integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, combining proprietary and third-party investment strategies across multiple asset classes.

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.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Occupation focus

Based on Benjamin F. Edwards & Company, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Financial planning flat fees charged in advance; must be agreed upon and can exceed $10,000 with manager approval.

Percentage

$0 - $250,000: 1.50% - 2.75% depending on program $250,000 - $500,000: 1.00% - 2.25% depending on program $500,000 - $1,000,000: 0.75% - 1.75% depending on program $1,000,000 - $2,500,000: 0.65% - 1.25% depending on program $2,500,000 - $5,000,000: 0.75% - 1.25% depending on program $5,000,000+: 0.65% - 0.75% depending on program

Commissions

Brokerage accounts pay commissions on transactions; also commission-based product sales outside advisory fees.

Project-based

Hourly consulting rates are available, specific rates negotiated with clients (e.g., $250/hour not specifically stated but typical).

Other

Account minimum: Varies by program and strategy, generally ranging from $5,000 to $160,000 depending on selected manager and strategy (e.g., $5,000 for some BFE-managed strategies; $25,000 - $40,000 for BFE financial advisor managed strategies; $10,000 - $100,000 for third-party managers). No single flat amount clearly stated. Minimum fee: Minimum annual fee of $125 applies to all BFE investment advisory accounts. Fee-only: Financial planning flat fees, investment and retirement plan consulting fees negotiated; typically flat fees or asset-based fees based on services.

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

Wells Fargo Clearing

2008 - 2014 • 6 years

Harrison, AR

A. G. Edwards & Sons, Inc.

1997 - 2008 • 11 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 63, Series 65

Conway, AR

Asheri Grove Financial Planning

Lane Carter is a financial advisor at Asheri Grove Financial Planning with Series 63 and Series 65 designations and one year of industry experience. His background includes roles at Northwestern Mutual, MassMutual Life Insurance, and Jordan Carriers. Asheri Grove Financial Planning is an independent firm providing fee-only investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs asset-allocation principles and Modern Portfolio Theory, combining passive and active strategies with options for ESG customization, and emphasizes individualized planning for business owners and charitable or legacy goals.

Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Gen Z (Born 1996-2010)
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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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