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William Oliver Hinds

Advisor at Independent Financial Group, LLC — Clinton, AR

Updated today

Credentials

Series 63, Series 66

Experience

24 years

Location

Clinton, AR 72031

Independent Financial Group, LLC logo

Independent Financial Group, LLC

Enterprise

Total advisors

461

Across 293 offices

Clients per advisor

56 Typical

Avg AUM per client

$474,424 Typical

HNW client ratio

9% Low

About

William Hinds is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, and Cornerstone Wealth Management. Outside of financial advising, he owns and operates Hinds Hillside Acres Farm, which raises beef cattle. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a combination of firm- and third-party models to develop tailored investment strategies encompassing both passive and active exposures.

Client services

Based on Independent Financial Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Independent Financial Group, LLC

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Independent Financial Group, LLC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat fees charged for financial planning based on services and complexity; fees negotiable and documented in Financial Planning/Consulting Agreement

Percentage

$0 - $250,000: 2.16% (2.00% advisor fee + 0.16% program fee max) $250,000 - $500,000: 2.12% (2.00% advisor fee + 0.12% program fee max) $500,000 - $1,000,000: 2.10% (2.00% advisor fee + 0.10% program fee max) $1,000,000 - $2,000,000: 2.06% (2.00% advisor fee + 0.06% program fee max) $2,000,000 - $5,000,000: 2.05% (2.00% advisor fee + 0.05% program fee max) $5,000,000+: 2.04% (2.00% advisor fee + 0.04% program fee max)

Commissions

Advisory firm is a broker-dealer; clients pay commissions when purchasing securities or insurance products through brokerage services; IARs receive commissions separately

Project-based

Hourly financial consulting fees, payable in advance or arrears; specific amounts negotiated per client

Subscriptions

Subscription-based fees for financial planning programs, paid monthly or quarterly as specified in Financial Planning/Consulting Agreement

Other

Account minimum: $2,000 Fee-only: Negotiable fees for advisory services generally up to 3.00% annually; financial planning hourly fees, fixed fees, subscription fees available; fees specified in Financial Planning/Consulting Agreement

Location

See office

Clinton, AR

1303 Hwy 65 S, Ste. #4

Clinton AR 72031

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

24 years of industry experience

Independent Financial group

2018 - Present • 8 years

Clinton, AZ

Cornerstone Wealth Management, LLC

2017 - 2018 • 1 year

Clinton, AR

LPL Financial, llc

2017 - 2018 • 1 year

Clinton, AR

Edward Jones

2002 - 2017 • 15 years

St Louis, MO

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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Charles W

Series 63, Series 65

Fairfield Bay, AR

Robert Baird & Co.

Charles Wheeler is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and has 44 years of industry experience. He has worked at Robert Baird & Co. since 1996 and previously at Merrill Lynch, Pierce, Fenner & Smith. Outside of his advisory role, Wheeler is a passive investor involved in family LLCs that engage in non-investment real estate activities. He is part of the DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and separately managed accounts, employing manager-traded and model-traded strategies with ongoing investment monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner

Troy G

Series 66

Clinton, AR

Edward Jones

Troy Gruchalski is a Series 66-licensed financial advisor with Edward Jones in Clinton, Arkansas, with 10 years of industry experience, all at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Ken C

Series 63, Series 65

Edgemont, AR

Wells Fargo Clearing

Ken Chastain is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2006 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory services.

Retired Founder/Business Owner

Kristopher F

Series 66

Fairfield Bay, AR

Edward Jones

Kristopher Feeler is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Windstream from 2016 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics

Kevin F

Series 63, Series 66

Fairfield Bay, AR

Edward Jones

Kevin Feeler is a financial advisor at Edward Jones with 21 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Outside of his advisory role, he is a limited partner in Honeybee's Smokehouse LLC and part owner of a startup social media company based in Wyoming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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