Top financial advisors working with high-net-worth individuals and retirees 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.
When you’ve retired and are managing your savings to last through your lifetime, you need an advisor who understands how to balance income, taxes, and spending. A common mistake is focusing only on investment returns without planning for how withdrawals affect your overall financial security.
- Social Security insight. Since Social Security income isn’t taxed by Arkansas, ask how they factor this into your retirement income plan.
- Withdrawal sequencing. Confirm how they decide which accounts to draw from first to minimize taxes and preserve assets.
- Longevity planning. Retirement can last decades; check how they model your spending and healthcare costs over time.
- Estate considerations. Ask how they help coordinate your legacy goals with tax-efficient strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Robert S
Series 63, Series 65
Benton, AR
Equitable Advisors
Robert Scott specializes in retirement income strategy and Social Security optimization, making him well-suited for high-net-worth retirees in Arkansas. With 44 years of experience at Equitable Advisors, a large firm offering both advisory and brokerage services, he provides flexible fee structures and serves a diverse client base including executives and business owners, distinguishing him from advisors with narrower focuses or smaller firm affiliations.
Experience: 44 years
Avg account: $570,841
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John B
CFP®, Series 66
Little Rock, AR
The Arkansas Financial Group, Inc.
John Broadwater Jr. specializes in retirement income planning and tax-loss harvesting, making him well-suited for high-net-worth retirees in Arkansas managing their savings for longevity. With 27 years of experience and a CFP® designation, he offers flat-fee and AUM-based pricing through The Arkansas Financial Group, which employs Modern Portfolio Theory and Behavioral Finance to optimize portfolios using mutual funds, ETFs, and individual debt securities.
Experience: 27 years
Avg account: $2,610,514
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Leslie D
Series 66
Jonesboro, AR
Wells Fargo Clearing
Leslie Durham is well-equipped to assist high-net-worth retirees in Arkansas, leveraging 25 years of experience and a Series 66 designation to address retirement income planning and tax-efficient withdrawal sequencing. Affiliated with Wells Fargo Clearing, a large firm known for IPS-driven strategies and modern portfolio theory, she offers flat-fee and AUM-based pricing, distinguishing her approach with access to insurance vehicles and bank deposit sweep options.
Experience: 26 years
Avg account: $475,575
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Dawn S
Series 66
Little Rock, AR
Creative Planning
Dawn Stoffel is well-equipped to assist high-net-worth retirees in Arkansas with retirement income strategies, leveraging her 20 years of experience and expertise in tax-loss harvesting and private investments. Operating within Creative Planning, a large firm managing $217 billion in assets, she offers flat-fee financial planning and emphasizes a low-cost indexing approach, distinguishing her from advisors who may focus solely on active management or different fee structures.
Experience: 20 years
Avg account: $2,113,277
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Stephen S
Series 63, Series 66
Little Rock, AR
First Financial Services, LLC
Stephen Sanders specializes in serving high-net-worth retired clients in Arkansas, offering nearly three decades of experience and expertise in wealth management, options, and annuities. His firm provides discretionary portfolio management and comprehensive financial planning with a focus on long-term growth and risk management, using a wrap fee program that negotiates fees between 1.00% and 1.60%, distinguishing him from others by combining seasoned independent advice with tailored investment strategies.
Experience: 29 years
Avg account: $1,137,194
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