user avatar

Kevin Betts

Advisor at Cornerstone Wealth Management, LLC

Updated today

Location

Rogers, AR 72758

Credentials

Series 66

Industry experience

4 years

About

Kevin Betts is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 license and four years of industry experience. His prior work includes roles at LPL Financial, Shark FX, LLC, HZ Foods, and Smitco Eateries, Inc. Outside of his advisory role, he has involvement with Bean & Vine, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and integrates in-house advisors, third-party portfolio managers, and algorithm-driven models to tailor investment advice and manage a large client base across various LPL-sponsored programs.

Client services

Based on Cornerstone Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Lpl sponsored advisory programs; investment management & research subscription licensing

Expertise

Based on Cornerstone Wealth Management, LLC

Charitable giving & philanthropy

Occupation focus

Based on Cornerstone Wealth Management, LLC

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning flat fees $500 to $5,000; pension consulting flat fees $750 to $10,000

Percentage

$0 - $499,999.99: Up to 2.4% $500,000 - $999,999.99: Up to 1.9% $1,000,000+: Up to 1.4%

Commissions

Certain representatives earn commissions as registered representatives of LPL for sale of securities/products outside advisory accounts

Project-based

Up to $400/hour for financial planning and consulting; $250/hour for retirement consulting and management

Other

Account minimum: $5,000 Fee-only: Hourly rate up to $400 for financial advisors; flat fees range from $500 to $5,000 for financial planning; hourly fee $250 for retirement consulting; flat fees range from $750 to $10,000 for ongoing pension consulting

Location

3718 Pinnacle Hills Pkwy

Rogers, AR 72758

Most active in

Arkansas

Work history

Cornerstone Wealth Management, LLC

2022 - Present (4 years)

LPL Financial, LLC

2021 - Present (5 years)

Cornerstone Wealth Management, LLC

2021 - 2022 (1 year)

Shark FX, LLC

2018 - 2021 (3 years)

HZ Foods

2017 - 2018 (1 year)

Smitco Eateries, INC

2005 - 2017 (12 years)

Disclosures

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

Business activities & affiliations

Chris P

CFP®

Bentonville, AR

Pape Financial

Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Established Professionals Gen X (Born 1965-1980)
user avatar

Johnathan K

CFA®, Series 65

Bentonville, AR

Krueger Asset Management, LLC

Johnathan Krueger is a CFA charterholder and Series 65 licensee with experience at firms including Jag Capital Management and Cornerstone Business Services. He is the sole advisor at Krueger Asset Management, LLC, a firm he founded in 2025. Krueger Asset Management provides investment management and financial planning services to pooled vehicles, institutional clients, and individuals. The firm employs a bottom-up value investment approach focused on identifying securities trading below intrinsic value and offers both discretionary portfolio management and educational seminars.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Darren V

Series 63, Series 65

Lowell, AR

Tekton Wealth Advisors

Darren Vilardo Sr. is a financial advisor with Tekton Wealth Advisors in Lowell, AR, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior experience includes roles at DaVinci Wealth and Delta Investment Management, among others. He is also involved with Tekton Wealth Insurance Services, LLC, where he provides insurance solutions as a licensed agent. Tekton Wealth Advisors offers investment management, financial planning, and consulting services, focusing on allocating assets to independent investment managers for individuals, trusts, and estates. The firm utilizes a blend of fundamental, technical, and cyclical analysis and integrates estate-planning technology to support legacy execution alongside portfolio monitoring.

General retirement planning Income planning Medicare planning General tax planning
user avatar

Steven H

Series 65

Centerton, AR

Hoffman Capital Management, LLC

Steven Hoffman is the sole advisor at Hoffman Capital Management, LLC, an independent firm based in Centerton, Arkansas. He holds a Series 65 designation and has seven years of industry experience, including nine years at Walmart prior to founding his firm in 2017. Hoffman Capital Management provides discretionary portfolio management and customized investment portfolios primarily to individual investors, as well as a range of institutional and organizational clients. The firm employs a value-oriented, long-term investment approach based on fundamental analysis and utilizes options strategies to generate additional income.

Active portfolio management Options & derivatives strategies
user avatar

Stephen C

Series 65

Rogers, AR

Steve Chastain Wealth Management LLC

Stephen Chastain is the principal of Steve Chastain Wealth Management LLC in Rogers, Arkansas, holding a Series 65 credential with four years of industry experience. He has managed his wealth management firm since 2017 and co-owns Chastain Financial, LLC, where he also works as an insurance agent. Steve Chastain Wealth Management LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses model portfolios and third-party managers on the AE Wealth Management platform, combining fundamental, technical, and cyclical analysis to align client portfolios with their investment objectives and risk tolerance.

Wealth management
user avatar

Jacqueline R

CFP®, Series 63, Series 66

Bentonville, AR

Elevated Wealth LLC

Jacqueline Rogers is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Elevated Wealth LLC and has previously worked at New Wave Wealth Advisors, Arvest Wealth Management, Parsec Financial Management, and Wells Fargo Advisors. Elevated Wealth LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a combination of fundamental and technical analysis, mutual fund and ETF evaluation, and tailored asset allocation across passive and active strategies, operating as a fiduciary and fee-only adviser.

Cash flow / budgeting Retirement income strategy Tax strategies for small businesses College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")