Top financial advisors in Arkansas
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Arkansas means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone focused on retirement planning might not be the best fit if you need help with business succession or estate planning.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Tax planning focus. Since Social Security income is exempt from Arkansas state income tax, check that the advisor considers this in your tax strategy.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if needed.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Marshall B
Series 66
Cabot, AR
Paladin Investment Advisors
Marshall Butler offers expertise in real estate investing, annuities, and options & derivatives strategies, making him well-suited for clients seeking specialized investment approaches in Arkansas. As an independent advisor at Paladin Investment Advisors, he brings eight years of experience and access to a firm managing $49.5 million with a holistic wealth management approach, differentiating him from others by combining active and passive strategies tailored to diverse client types including business owners and nonprofits.
Experience: 9 years
Avg account: $107,593
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Brete G
Series 63, Series 65
Fayetteville, AR
Stephens
Brete Garland's 31 years of experience and wealth management expertise make him well-equipped to serve clients seeking financial advice in Arkansas. Operating independently with a flat-fee structure, he offers personalized consulting services and benefits from Stephens' broad client base and in-house research, distinguishing him from advisors who may rely solely on asset-based fees or less comprehensive firm support.
Experience: 32 years
Avg account: $672,559
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Lawrence C
Series 63, Series 65
Little Rock, AR
Merrill
Lawrence Chance is well-equipped to serve financial advisors in Arkansas with his 30 years of experience in wealth management, focusing on mid-career professionals and high earners not yet rich. Operating within Merrill, a large firm, he offers a managed strategy fee of 1.10% for accounts under $2 million, providing disciplined, customized wealth management. His multiple certifications and a comprehensive approach to integrating clients' financial lives distinguish him from other advisors in the region.
Experience: 31 years
Avg account: $860,085
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Logan J
CFP®, Series 66
Jonesboro, AR
Mass Mutual Investors Services
Logan Johnson is equipped to assist with financial planning needs in Arkansas, particularly in divorce financial planning, estate guidance, and multi-generational wealth transfer, which are key for clients facing complex family financial situations. Operating within the large firm Mass Mutual Investors Services, he offers comprehensive planning and asset management, serving diverse clients including business owners and trusts, and brings five years of experience along with a Series 66 license, distinguishing him from advisors with narrower focuses or smaller firm affiliations.
Experience: 6 years
Avg account: $249,379
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Malissa M
Series 65
Hot Springs, AR
Black Knight Wealth Management, LLC
Malissa Mc Nanna is equipped to assist clients in Arkansas with complex financial needs such as concentrated stock management, options and derivatives strategies, and private investments, which are crucial for tailored wealth management. Her firm, Black Knight Wealth Management, offers flat-fee financial planning up to $10,000 and discretionary portfolio management with monthly reviews, providing a structured yet flexible approach compared to other advisors who may rely solely on asset-based fees.
Experience: 5 years
Avg account: $1,214,458
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