Top financial advisors in Harrison, 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 Harrison, AR when you're planning for retirement and want to understand how Social Security benefits fit into your overall income. A common mistake is not accounting for how state tax rules affect your retirement income, which can lead to unexpected tax bills.
- Social Security tax knowledge. Confirm the advisor understands that Social Security income is exempt from Arkansas state income tax and how that impacts your cash flow.
- Retirement income sequencing. Ask how they plan withdrawals from different accounts to minimize taxes and sustain your income.
- Experience with local regulations. Local rules can affect retirement planning; check how they incorporate Arkansas-specific factors.
- Coordination with other professionals. See if they work with your tax preparer or estate planner to align your retirement strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John M
Series 63, Series 65
Harrison, AR
Edward Jones
John Marseilles offers 27 years of experience in general retirement planning in Harrison, AR, with a strong background serving retired executives and business owners. Affiliated with Edward Jones, a large full-service firm managing over $1 trillion in assets, he provides access to diverse advisory programs and managed solutions with a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 27 years
Avg account: $246,728
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Glen B
Series 63, Series 65
Harrison, AR
Raymond James Financial
Glen Battisto offers extensive retirement planning expertise in Harrison, AR, with 39 years of industry experience and a focus on cash flow and budgeting. Affiliated with Raymond James Financial, a large firm, he provides flat-fee and hourly planning options, serving a diverse client base including high-net-worth individuals, which may offer broader resources compared to smaller local advisors.
Experience: 39 years
Avg account: $700,796
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Jeffrey F
Series 66
Harrison, AR
Fountain Financial & Tax
Jeffrey Fountain in Harrison, AR, offers retirement income planning with a strong focus on tax-loss harvesting and options strategies, supported by 20 years of experience and a Series 66 designation. His firm integrates tax preparation, legal services, and insurance, providing a comprehensive approach with a 1% annual fee on assets under management, distinguishing him through combined financial and tax expertise.
Experience: 20 years
Avg account: $133,525
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Charles R
Series 63, Series 66
Harrison, AR
Benjamin F. Edwards & Company, Inc.
Charles Raney's 45 years of experience and Series 63 and 66 credentials equip him to navigate retirement planning complexities in Harrison, AR, including Social Security tax exemptions and income sequencing. Affiliated with Benjamin F. Edwards & Company, a large firm managing $15.7 billion, he offers flat-fee and AUM-based pricing, serving diverse clients with active and passive portfolio management strategies.
Experience: 45 years
Avg account: $553,528
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Bryce B
Series 66
Harrison, AR
LPL Financial
Bryce Bonds, based in Harrison, AR, offers expertise in wealth management and retirement plans for business owners, supported by Ameriprise's large-firm resources and tax-smart strategies. His flat-fee structure and background in education roles differentiate him from others, providing a research-based approach to retirement income planning with a focus on tax efficiency and asset management.
Experience: 1 year
Avg account: $399,489
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