Top retirement income strategy financial advisors working with high-net-worth individuals 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 need a retirement income strategy advisor when you're planning how to draw down your savings to last through retirement without running out. A common mistake is not accounting for how taxes, inflation, and market ups and downs affect your income over time.
- Withdrawal sequencing. Ask how they plan the order of taking money from different accounts to minimize taxes and maximize income.
- Longevity risk management. Confirm they consider how to make your money last if you live longer than expected.
- Tax impact awareness. Look for advisors who factor in how withdrawals affect your tax bracket and Social Security benefits.
- Investment alignment. Check how they adjust your portfolio to balance growth and income needs during retirement.
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 clients in Arkansas planning their retirement income. With 44 years of experience at Equitable Advisors, a large firm offering both advisory and brokerage services, he serves baby boomers and business owners, providing flexible fee structures and access to third-party asset management programs.
Experience: 44 years
Avg account: $609,299
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Jennifer S
CFP®
Maumelle, AR
Legacy Consulting Group
Jennifer Schmitt specializes in retirement income strategy for high-net-worth clients in Arkansas, offering expertise in wealth management, active portfolio management, and tax-loss harvesting. At Legacy Consulting Group, she applies a combined quantitative and qualitative investment process, managing portfolios with mutual funds, ETFs, and alternative instruments. Her fee structure includes a 1.00% AUM fee and tiered financial life planning fees, distinguishing her approach from others by integrating comprehensive financial life planning and special-project consulting.
Experience: 4 years
Avg account: $1,805,602
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Dawn S
Series 66
Little Rock, AR
Creative Planning
Dawn Stoffel is equipped to assist high-net-worth clients in Arkansas with retirement income strategies, leveraging 20 years of experience and expertise in tax-loss harvesting and retirement plans for business owners. Operating within Creative Planning, a large firm managing $217 billion in assets, she offers a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, with flexible flat-fee arrangements that can accommodate complex cases.
Experience: 20 years
Avg account: $2,113,277
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Leighann A
Series 63, Series 65
Little Rock, AR
Gutierrez Wealth Advisory, LLC
Leighann Arthur specializes in retirement income strategy for high-net-worth clients in Arkansas, leveraging 31 years of experience and Series 63 and 65 licenses. She offers flat-fee financial planning with negotiable fees up to $30,000 annually and works at Gutierrez Wealth Advisory, which employs a strategic asset-allocation approach using ETFs, mutual funds, alternatives, and digital assets, differentiating her through a broad investment toolkit and extensive industry background.
Experience: 31 years
Avg account: $2,394,447
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Marshall M
Series 65
Little Rock, AR
Meridian Investment Advisors
Marshall Moon specializes in retirement income strategy for high-net-worth clients in Arkansas, offering expertise in wealth management and tax-loss harvesting. Based in Little Rock, he operates with a flat-fee and AUM fee structure through Meridian Investment Advisors, a firm managing $766 million with a focus on customized portfolio construction and discretionary investment management. His eight years of experience and independent status provide a tailored approach compared to other advisors in the region.
Experience: 8 years
Avg account: $1,987,133
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