Top financial advisors in Fayetteville, 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 Fayetteville, AR when you're planning for retirement and want to understand how Social Security income fits into your overall tax picture. A common mistake is not accounting for state tax exemptions on Social Security, which can affect your income strategy.
- Social Security tax insight. Confirm the advisor knows that Social Security income is exempt from Arkansas state income tax and how that impacts your retirement cash flow.
- Retirement income sequencing. Ask how they plan withdrawals from different accounts to optimize tax efficiency and maintain your lifestyle.
- Experience with local regulations. Local tax rules and benefits can vary; ensure the advisor integrates Arkansas-specific factors into your plan.
- Long-term planning focus. Look for advisors who consider how your retirement income needs may change over time, not just immediate tax savings.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jason W
Series 66
Fayetteville, AR
LPL Financial
Jason Webb in Fayetteville, AR, offers expertise in wealth management and retirement plans for business owners, supported by 24 years of industry experience and a Series 66 designation. Affiliated with LPL Financial, a large firm providing diverse investment solutions and insurance products, he offers flat-fee financial planning and consulting, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 24 years
Avg account: $399,489
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Jacob K
Series 65
Fayetteville, AR
Oath Planning, LLC
Jacob Kerksieck in Fayetteville, AR, offers expertise in retirement withdrawal strategies and tax-loss harvesting, aligning well with managing Social Security income and Arkansas tax exemptions. His firm, Oath Planning, LLC, integrates estate planning through an affiliated law practice, providing a unique combination of financial and legal services with a fee structure including a 0.98% AUM rate and hourly options, suitable for clients seeking comprehensive retirement and estate planning.
Experience: 6 years
Avg account: $567,094
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Joseph M
Series 63, Series 66
Fayetteville, AR
J.P. Morgan Securities
Joseph Mc Clung III, based in Fayetteville, AR, offers wealth management services with seven years of experience and holds Series 63 and 66 licenses, positioning him to navigate retirement income strategies including Social Security tax considerations in Arkansas. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and comprehensive investment management, he provides access to extensive resources and a 0.30% annual AUM fee, differentiating him from smaller local advisors.
Experience: 7 years
Avg account: $318,381
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Mark G
Series 63, Series 65
Fayetteville, AR
&PARTNERS
Mark Gilbert's 29 years of experience and Series 63 and 65 designations equip him to navigate Fayetteville's retirement tax landscape, including Social Security exemptions. Operating within the large firm PARTNERS, he offers flat-fee financial planning and estate consulting, serving diverse clients like business owners and retirees, which may provide broader strategic insights compared to advisors with narrower focuses.
Experience: 29 years
Avg account: $384,909
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Kerry B
CFA®, Series 63, Series 65
Fayetteville, AR
MAI Capital Management, LLC
Kerry Bradley's 26 years of experience and CFA® designation equip him to navigate Fayetteville's retirement planning nuances, including Arkansas's Social Security tax exemptions. His firm, MAI Capital Management, serves diverse clients with a multi-strategy investment approach and offers flat-fee financial planning, distinguishing him from others by combining seasoned expertise with flexible fee structures and comprehensive wealth management services.
Experience: 26 years
Avg account: $2,176,834
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