Flat-fee financial advisors in Forrest City, 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.
If you're looking for a financial advisor who charges a flat fee, you likely want clear, predictable costs without surprises. A common mistake is choosing an advisor who doesn't clearly explain what services are included in that flat fee, leading to unexpected charges later.
- Transparent fee structure. Confirm exactly which services are covered by the flat fee and which might incur extra costs.
- Experience with flat-fee models. Ask how they manage client relationships and planning within a flat-fee setup to ensure you get full value.
- Local knowledge. Advisors familiar with Forrest City, AR, understand regional financial nuances, including state tax benefits like Social Security income exemption.
- Comprehensive planning approach. Ensure they integrate all aspects of your financial life, not just investments, within the flat fee arrangement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael Z
Series 66
Memphis, TN
LPL Financial
Michael Zepatos offers flat-fee financial planning and consulting through LPL Financial, leveraging 13 years of experience and a Series 66 designation. Based in Memphis, TN, he specializes in wealth management, retirement plans for business owners, and tax-loss harvesting, providing services within a large firm that supports diverse client needs and offers extensive investment solutions.
Experience: 13 years
Avg account: $399,489
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Edwin B
Series 63, Series 65
Forrest City, AR
OSAIC
Edwin Billingsley offers flat-fee financial planning and consulting services in Forrest City, AR, with fees generally up to $25,000 and negotiable for high net worth clients. With 27 years of experience and Series 63 and 65 licenses, he works through OSAIC, a large SEC-registered firm providing diverse advisory services and advanced portfolio management tools, distinguishing him from advisors at smaller firms.
Experience: 27 years
Avg account: $398,336
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Marshall R
Series 66
Marion, AR
Cornerstone Wealth Management, LLC
Marshall Rains offers flat-fee financial planning ranging from $500 to $5,000, suitable for clients seeking predictable costs near Forrest City, AR. With 16 years of experience and a Series 66 designation, he serves diverse clients including charitable organizations, leveraging Cornerstone Wealth Management's comprehensive approach that combines fundamental and quantitative investment analysis.
Experience: 16 years
Avg account: $386,247
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David S
Series 63, Series 66
Walls, MS
Independent Advisor Alliance, LLC
David Schwartz offers flat-fee financial planning with negotiable fees up to $15,000, suitable for clients seeking predictable costs. With 20 years of experience and expertise in retirement income strategy and estate planning, he operates through Independent Advisor Alliance, a large SEC-registered RIA using model portfolios and third-party managers, differentiating him by combining flat fees with extensive firm resources and a broad client focus.
Experience: 20 years
Avg account: $386,491
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Christopher F
CFP®, Series 65
Memphis, TN
Resilient Asset Management
Christopher Flis offers flat-fee financial planning with a fixed annual fee starting at $4,000, suitable for clients seeking predictable costs. Based in Memphis, TN, he brings nine years of experience and specializes in cash flow, retirement, and income planning, with a focus on military and business owner clients, differentiating him through his independent status and a fundamental investment approach.
Experience: 9 years
Avg account: $1,283,337
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