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Matthew Eston Cooper

Advisor at World Investment Advisors, LLC — Fayetteville, AR East Joyce Boulevard

Updated today

Credentials

Series 65

Experience

11 years

Location

Fayetteville, AR 72703

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

Matthew Cooper is a financial advisor at World Investment Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and has been with Pensionmark Financial Group, LLC since 2015. Outside of finance, he founded a folk band and operates a children’s book publishing company. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and institutional clients with portfolio management and advisory services. The firm offers a range of solutions including model-based and customized portfolios, financial planning, and utilizes various tools and platforms to support discretionary and non-discretionary strategies.

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 East Joyce Boulevard

1204 East Joyce Boulevard, Suite 102

Fayetteville AR 72703

Advisors at this office

2

Most active in

Arkansas · Texas

Work history

11 years of industry experience

Pensionmark Financial Group, LLC

2015 - Present • 11 years

Santa Barbara, CA

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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Johnathan K

CFA®, Series 65

Rogers, AR

Krueger Asset Management, LLC

Johnathan Krueger is a CFA® charterholder and Series 65 licensed advisor at Krueger Asset Management, LLC with one year of industry experience. His prior roles include positions at Jag Capital Management, Cornerstone Business Services, and KPMG, as well as academic appointments at the University of Arkansas. Krueger Asset Management, LLC is a fee-only registered investment adviser providing wealth management services that combine discretionary investment management and financial planning. The firm focuses on a “Select Value” equity strategy complemented by asset allocation and uses both active and passive investment vehicles across equities and fixed income while also offering specialized consulting and educational seminars.

Business sale tax planning Retirement income strategy College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance
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Darren V

Series 63, Series 65

Lowell, AR

Tekton Wealth Advisors

Darren Vilardo Sr. is the sole advisor at Tekton Wealth Advisors, an independent firm based in Lowell, Arkansas. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including prior roles at DaVinci Wealth, Delta Investment Management, and Citigroup Global Markets. Darren is also involved with Tekton Wealth Insurance Services, LLC, where he works as a licensed insurance agent. Tekton Wealth Advisors provides financial planning, consulting, and portfolio management services for individuals, trusts, and estates, including assets in employer-sponsored retirement plans and insurance-wrapped products. The firm constructs portfolios through selected independent managers and personalized mixes of ETFs, mutual funds, stocks, bonds, and alternative investments, employing a combination of analytical methods and ongoing account monitoring.

General retirement planning Wealth management Long-term care insurance General tax planning General estate planning guidance
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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
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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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