Top financial advisors in Bentonville, AR
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 seek a financial advisor in Bentonville, AR when you're planning for retirement and want to understand how Social Security income fits into your overall income, especially since it's exempt from state income tax here. A common mistake is not accounting for this exemption, which can lead to overestimating your tax burden and underplanning your retirement income.
- Social Security integration. Confirm how the advisor incorporates the state tax exemption on Social Security into your retirement income projections.
- Retirement income sequencing. Ask how they plan withdrawals from different accounts to optimize tax efficiency and cash flow.
- Experience with local tax rules. Ensure they understand Arkansas-specific tax nuances that affect retirees.
- Long-term income sustainability. Discuss how they model your income needs over time, not just immediate post-retirement years.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
William T
Series 66
Springdale, AR
J.P. Morgan Securities
William Trumbo in Bentonville, AR, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and asset allocation advice. With six years of experience and a Series 66 designation, he brings expertise in managing complex portfolios and real estate investments, which may support nuanced retirement income planning including Social Security tax considerations.
Experience: 6 years
Avg account: $318,381
-
Andrew S
Series 65, Series 63
Bentonville, AR
Integrity Alliance, LLC
Andrew Scott in Bentonville, AR, brings eight years of experience and holds Series 63 and 65 licenses, working with Integrity Alliance, a large firm serving diverse clients including retirement plans. His firm offers comprehensive financial planning and retirement consulting with flat-fee options, which may help optimize Social Security integration and retirement income sequencing. Compared to others, his background includes roles at Northwestern Mutual and Principal Securities, adding depth to his advisory capabilities.
Experience: 8 years
Avg account: $454,036
-
Lloyd C
Series 63, Series 65
Bentonville, AR
Brookstone Capital Management LLC
Lloyd Childress Jr. in Bentonville, AR, offers expertise in retirement plans for business owners and sustainable investing, supported by seven years of industry experience and Series 63 and 65 licenses. His firm, Brookstone Capital Management LLC, provides flat-fee financial planning and serves a broad client base, including institutional clients, which may offer a wider perspective compared to smaller firms focused solely on individual retirees.
Experience: 8 years
Avg account: $231,028
-
Jacob F
Series 65
Bentonville, AR
Cetera
Jacob Froemsdorf in Bentonville, AR, offers expertise in retirement plans for business owners and tax-loss harvesting, which can help optimize retirement income sequencing and tax efficiency. Affiliated with Cetera, a large firm providing diverse portfolio management and fiduciary services, he offers flat-fee and hourly consulting options, catering to high earners approaching retirement with personalized financial planning.
Experience: 1 year
Avg account: $306,089
-
Darrin H
ChFC®, Series 63, Series 66
Bella Vista, AR
Edward Jones
Darrin Hewitt's 20 years of experience and ChFC® designation equip him to address retirement income strategies in Bentonville, including integrating Social Security's state tax exemption into planning. Affiliated with Edward Jones, a large firm serving over four million clients, he offers a range of advisory programs with fees up to 1.35% annually, suitable for retirees and business owners seeking comprehensive wealth management.
Experience: 21 years
Avg account: $246,728
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Bentonville, AR
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")