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Ryan Michael Mendoza

Advisor at Heritage Oak Wealth Advisors — Rogers, AR

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Rogers, AR 72758

Heritage Oak Wealth Advisors logo

Heritage Oak Wealth Advisors

Team

Total advisors

5

Across 2 offices

Clients per advisor

48 Typical

Avg AUM per client

$1,446,912 High

HNW client ratio

26% Typical

About

Ryan Mendoza is a financial advisor at Heritage Oak Wealth Advisors in Rogers, Arkansas. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Heritage Oak, he worked at The Fishin' Co for five years and has held various roles in industries including food service and municipal government. Heritage Oak Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management, financial planning, and retirement plan advisory services. The firm employs a combination of fundamental and technical analysis across multiple asset classes and offers access to non-traditional services, including structured option-based financing and private investment vehicles for accredited investors.

Client services

Based on Heritage Oak Wealth Advisors

Financial planning Portfolio management

Expertise

Based on Heritage Oak Wealth Advisors

Business Financial Management Private / alternative investments

Occupation focus

Based on Heritage Oak Wealth Advisors

Founder/Business Owner

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Fee options

Fixed

$1,000 - $5,000 for financial planning and consulting services; $150 - $1,500 for estate planning services

Percentage

All Assets+: Up to 1.25%

Project-based

$250/hour for financial planning and consulting services

Subscriptions

Annual retainer fee $1,000 - $5,000 for financial planning and consulting services

Location

See office

Rogers, AR

5500 Walsh Lane, Suite 200

Rogers AR 72758

Advisors at this office

4

Most active in

Arkansas

Work history

< 1 year of industry experience

Heritage Oak Wealth Advisors

2025 - Present • 1 year

Rogers, AR

The Fishin' Co

2020 - 2025 • 5 years

Rogers, AR

The Hershey Company

2020 - 2020 • 1 year

Bentonville, AR

Chipotle

2019 - 2019 • 1 year

Shawnee, KS

City of Olathe

2019 - 2019 • 1 year

Olathe, KS

Student - University of Arkansas

2018 - 2020 • 2 years

Fayetteville, AR

City of Olathe

2018 - 2018 • 1 year

Olathe, KS

Chipotle

2016 - 2018 • 2 years

Shawnee, KS

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 Financial Management Founder/Business Owner Established Professionals Gen X (Born 1965-1980)
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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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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
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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
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Jacqueline R

CFP®, Series 63, Series 66

Bentonville, AR

Elevated Wealth LLC

Jacqueline Rogers is a Certified Financial Planner® at Elevated Wealth LLC with 12 years of industry experience. She has worked at firms including 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 combines fundamental and technical analysis with mutual fund and ETF evaluation to tailor portfolios 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
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