Top financial advisors working with high-net-worth individuals and executives 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.
You might need an executive-focused advisor if you’re navigating complex compensation packages or planning for a significant career transition. Without expertise in executive financial matters, it’s easy to overlook tax implications or benefits tied to your compensation.
- Compensation package insight. Look for advisors who understand stock options, bonuses, and deferred compensation nuances.
- Tax strategy alignment. Confirm how they integrate your executive income with tax planning to avoid unexpected liabilities.
- Retirement and benefits planning. Ask how they coordinate your executive perks with long-term savings and insurance options.
- Career transition support. Check if they provide guidance on financial impacts when changing roles or negotiating contracts.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jackson S
Series 65
Little Rock, AR
Mariner
Jackson Smith is equipped to assist high-net-worth executives in Arkansas with complex compensation packages, leveraging his expertise in options and derivatives strategies alongside his executive occupation specialty. Operating within Mariner Wealth, a large firm offering comprehensive services including tax planning and family-office style administration, he provides flat-fee and hourly fee structures, which may appeal to clients seeking flexible payment options compared to other advisors in the region.
Experience: 1 year
Avg account: $2,116,909
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Robert S
Series 63, Series 65
Benton, AR
Equitable Advisors
Robert Scott's extensive 44-year experience and focus on executives make him well-suited to address complex compensation and retirement planning needs for high-net-worth clients in Arkansas. Operating within Equitable Advisors, a large firm offering both advisory and brokerage services, he provides access to diverse asset management programs and integrates financial planning with insurance solutions, distinguishing him from advisors with narrower scopes or smaller firm resources.
Experience: 44 years
Avg account: $570,841
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Alice H
Series 63, Series 65
Bella Vista, AR
UBS Financial Services
Alice Hurl specializes in executive financial matters, including equity compensation tax strategy and general retirement planning, making her well-suited for high-net-worth executives in Arkansas. With 26 years of experience at UBS Financial Services, a large firm offering fee-based planning and institutional trading capabilities, she provides tailored wealth management that integrates complex compensation packages with long-term financial goals.
Experience: 26 years
Avg account: $693,691
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Hunter G
Series 66
Rogers, AR
New Edge Wealth
Hunter Gehring is well-suited for high-net-worth executives in Arkansas, offering expertise in executive and founder/business owner financial needs, with nine years of industry experience and a Series 66 designation. His firm, New Edge Wealth, serves ultra-high-net-worth clients using diversified investment strategies including alternatives, and provides flexible fee structures such as negotiated tiered rates and flat fees for planning, distinguishing him from advisors with more rigid pricing.
Experience: 9 years
Avg account: $5,203,239
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Caleb V
CFP®, Series 65
Bentonville, AR
Root Financial Partners
Caleb Vering specializes in serving high-net-worth executives in Arkansas, offering expertise in concentrated stock management, options and derivatives strategies, and retirement withdrawal planning. His firm, Root Financial Partners, employs a principally passive investment approach with diversified portfolios and provides flexible fee structures including flat fees and monthly subscriptions, distinguishing him from advisors with more traditional fee models or investment styles.
Experience: 1 year
Avg account: $2,512,954
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