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Mark Thomas Ridgeway

Advisor at World Investment Advisors, LLC — Fayetteville, AR

Updated today

Credentials

Series 63, Series 65

Experience

12 years

Location

Fayetteville, AR

World Investment Advisors, LLC logo

World Investment Advisors, LLC

Investment Manager

Total advisors

355

Across 199 offices

Clients per advisor

53

Avg AUM per client

$561,747

HNW client ratio

12%

About

Mark Ridgeway is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior experience includes roles at Pensionmark Financial Group and Capitas Financial, as well as operating as a self-employed digital marketing consultant. Ridgeway's outside work involves digital marketing and SEO services for small to medium-sized businesses. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and institutional clients, including retirement plans and endowments. The firm offers portfolio management through model-based and customized strategies, utilizing various trading and monitoring platforms, and manages substantial discretionary and non-discretionary assets.

Client services

Based on World Investment Advisors, LLC

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

Expertise

Based on World Investment Advisors, LLC

Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Financial planning fixed fees generally range from $1,000 to $5,000.

Percentage

up to 3.00% annually, may be negotiated/waived; may be flat or tiered per client agreement

Project-based

Financial planning hourly rates generally range from $100 to $275 per hour.

Other

Minimum fee: Minimum annual consulting fee may apply, details in client agreement. Fee-only: Financial planning fees range from $1,000 to $5,000 fixed or $100 to $275 per hour, may be negotiated or waived.

Location

See office

Fayetteville, AR

Fayetteville AR

Advisors at this office

1

Most active in

Arkansas

Work history

12 years of industry experience

Pensionmark Financial Group

2021 - Present • 5 years

Santa Barbara, CA

Digital Marketing Consultant - Self Employed

2018 - Present • 8 years

Fayetteville, AR

Capitas Financial

2017 - 2018 • 1 year

Fayetteville, AR

Catalyst Strength & Conditioning

2010 - 2017 • 7 years

Fayetteville, AR

AdvisorAlliance, LLC

2010 - 2011 • 1 year

Rogers, AR

Raymond James Financial Services, inc.

2006 - 2008 • 2 years

AR

Citigroup Global Markets

2005 - 2006 • 1 year

Rogers, 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 65, Series 66

Fayetteville, AR

SignalUp Wealth, LLC

James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at SignalPoint Asset Management and Ameriprise Financial Services, among others. 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 manages portfolios using fundamental, technical, and charting analysis, offers ongoing plan advisory services, and provides ERISA 3(21) fiduciary consulting for plan sponsors.

Wealth management
user avatar

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 with Sovereign Capital LLC in Fayetteville, AR, holding a Series 66 designation and nine years of industry experience. He previously worked at Arvest Wealth Management and Arvest Bank before founding Sovereign Capital. Outside of finance, he owns and operates Adventure Lawn Care LLC. 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 various trading approaches, distinguishing itself by its use of derivatives and complex instruments within tailored client portfolios.

Options & derivatives strategies Active portfolio management
user avatar

John S

Series 65

Fayetteville, AR

Cornerstone Advisors LLC

John Savard is a Series 65-licensed financial advisor with Cornerstone Advisors LLC, based in Fayetteville, AR. He has one year of industry experience as a financial advisor and previously worked for eight years at DogWatch. Cornerstone Advisors LLC is a small RIA serving individual clients, including high-net-worth individuals, and retirement plans, providing portfolio management, pension/401(k) consulting, and financial planning. The firm uses multiple methods of analysis and offers both discretionary and non-discretionary management aligned with documented client goals and risk tolerances.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities
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