Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
19 years
Location
Fort Smith, AR 72905
Vertis Wealth, LLC
Team
William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at TriFound Advisory LLC, Trifound Financial LLC, and AE Wealth Management LLC. Eden has been president and an insurance agent at Eden Financial Group, Inc. since 1983, where he is involved in insurance sales. Vertis Wealth, LLC provides asset management and financial consulting services to individuals, charitable organizations, and corporations, focusing on a long-term, value-oriented investment approach combined with strategic asset allocation and option strategies. The firm serves high-net-worth clients and emphasizes tailored portfolio management and fiduciary standards for retirement accounts.
Based on Vertis Wealth, LLC
$0 - $2,000,000: 0.95% annually for asset management services $2,000,001 - $4,000,000: 0.85% annually for asset management services $4,000,001 - $6,000,000: 0.75% annually for asset management services $6,000,001 - $10,000,000: 0.65% annually for asset management services $10,000,001+: 0.50% annually for asset management services $0 - $2,000,000: 0.90% annually for combined financial consulting and asset management services $2,000,001 - $4,000,000: 0.80% annually for combined financial consulting and asset management services $4,000,001 - $6,000,000: 0.70% annually for combined financial consulting and asset management services $6,000,001 - $10,000,000: 0.60% annually for combined financial consulting and asset management services $10,000,001+: 0.45% annually for combined financial consulting and asset management services
Commissions received from insurance products sold by investment adviser representatives in their separate insurance agent capacity
Minimum fee: Minimum annual fee of $3,000 for asset management or assets under advisement services Fee-only: Investment advisory fees based on tiered blended rates; fees are negotiable
Fort Smith, AR
8901 Jenny Lind Rd, Ste 9A
Fort Smith AR 72905
Advisors at this office
1
Arkansas
19 years of industry experience
TriFound Advisory LLC
2021 - 2021 • 1 year
Fort Smith, AR
Trifound Financial LLC
2017 - 2021 • 4 years
Fort Smith, AR
Ae Wealth Management Llc
2016 - 2021 • 5 years
Topeka, KS
Eden Financial Group, Inc.
1983 - Present • 43 years
Fort Smith, AR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Fort Smith, AR
October Wealth Advisors, Inc
David Craig is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, with 25 years of industry experience. He holds a Series 63 designation and has been with October Wealth Advisors since 2010. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and employs fundamental, technical, and cyclical analyses, emphasizing diversification and disciplined portfolio management, particularly in fixed-income investments.
Series 65
Fort Smith, AR
October Wealth Advisors, Inc
Jon Erik Garrido is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, holding a Series 65 designation with 10 years of industry experience. He has been with October Wealth Advisors since 2013 and also operates a lawn and landscaping business. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on client-specific financial planning and employs a strategic asset allocation approach with an emphasis on diversification, fixed-income management, and disciplined security selection.
Series 66
Ft Smith, AR
Arvest Wealth management
Eric Eidson is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management and its related entities since 2015. Outside of advising, he serves as vice president of a private behavioral health practice operated by his wife, contributing limited time to the business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, tailoring solutions based on Investment Policy Statements and managing a mix of discretionary and non-discretionary assets.
Series 66
Ft Smith, AR
Arvest Wealth management
Edgar Pacheco is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked in various roles within Arvest Bank and Arvest Wealth Management since 2022. In addition to his financial services career, he has served in the Arkansas National Guard since 2018. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach focused on asset allocation and tailored strategies to meet clients’ objectives and risk tolerances.
Series 63, Series 66
Greenwood, AR
Momentum Independent Network Inc.
Elton Rambin is a financial advisor at Momentum Independent Network Inc. with 47 years of industry experience. He holds Series 63 and Series 66 designations and has been with SWS Financial Services since 2008. Outside of his advisory work, Rambin is involved as a sales associate in a safari and fishing trip business and serves as a consultant on tribal activities for the Winnabago Tribe, in addition to occasionally hosting a radio show on outdoor sports. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers both discretionary and non-discretionary solutions through various managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.
Series 66
Ft Smith, AR
Arvest Wealth management
Joshua Neal is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Arvest Bank before joining Arvest Wealth Management, where he has been since 2019. Neal is dually employed by Arvest Bank, splitting his time primarily between the bank and the wealth management division. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.
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