Top general retirement planning 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.
Planning for retirement in Arkansas means you might be facing decisions about when to claim Social Security or how to balance income sources without state income tax on Social Security benefits. A common mistake is treating retirement planning as a one-time event rather than an ongoing process that adapts to your changing needs.
- Income sequencing. Ask how they plan withdrawals from different accounts to manage taxes and cash flow over time.
- Social Security timing. Confirm they consider the impact of claiming age on your overall retirement income.
- Expense forecasting. Look for advisors who model your future spending realistically, including healthcare and lifestyle changes.
- Plan updates. Check how often they revisit your plan to adjust for market shifts or life events.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Robert B
CFP®, Series 63, Series 65
Springdale, AR
Raymond James Financial
Robert Bader Jr. specializes in general retirement planning with 27 years of experience and CFP® certification, making him well-equipped to address income sequencing and Social Security timing for retirees in Arkansas. Operating from Raymond James Financial, a large firm offering flat-fee and hourly pricing, he also brings expertise in business succession and cash flow management, distinguishing him from advisors focused solely on retirement planning.
Experience: 27 years
Avg account: $700,796
-
Jeremiah B
CFP®, Series 63, Series 66
Rogers, AR
Empower Advisory Group
Jeremiah Brodeur specializes in general retirement planning with a focus on retirement income strategy and Social Security optimization, making him well-suited for clients in Arkansas navigating income sequencing and Social Security timing. His 18 years of experience at Empower Advisory Group, a large firm offering flat-fee structures and integrated financial planning tied to employer-sponsored retirement plans, distinguishes him from advisors with different fee models or smaller firm settings.
Experience: 18 years
Avg account: $565,063
-
David S
CFP®, Series 66
Arkadelphia, AR
Edward Jones
David Sims specializes in general retirement planning in Arkansas, offering expertise in income sequencing and Social Security timing to help manage tax-efficient withdrawals and optimize retirement income. As a CFP®-certified advisor at Edward Jones, a large firm with over $1 trillion in assets, he provides access to a broad range of wealth management services and discretionary strategies, distinguishing him from advisors at smaller firms or with narrower service offerings.
Experience: 12 years
Avg account: $246,728
-
Mark M
Series 63, Series 65
Fort Smith, AR
STIFEL
Mark Myers specializes in general retirement and income planning, making him well-equipped to address retirement decisions such as Social Security timing and income sequencing in Arkansas. With 28 years of experience and affiliation with Stifel, a large firm offering both brokerage and advisory services, he leverages a proprietary investment strategy and serves a diverse client base, distinguishing him from advisors at smaller firms or with narrower focuses.
Experience: 28 years
Avg account: $773,556
-
Karron W
CFP®, Series 65
Little Rock, AR
Advisory Alpha, LLC
Karron Wages specializes in general retirement planning with 20 years of experience and CFP® certification, making him well-equipped to address retirement income sequencing and Social Security timing in Arkansas. His firm, Advisory Alpha, LLC, offers flat-fee and negotiable AUM pricing, serving both individual and high-net-worth clients, which may provide flexible options compared to advisors focusing solely on one client type or fee structure.
Experience: 20 years
Avg account: $269,985
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Arkansas
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")