Flat-fee 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 flat-fee financial advisor if you want clear, predictable costs instead of fees based on your assets. Without this pricing clarity, you could end up paying more than expected or face conflicts of interest.
- Transparent fee structure. Confirm exactly what services are included in the flat fee and whether any additional charges apply.
- Experience with local tax rules. Since Social Security income is exempt from state income tax in Arkansas, ask how they factor this into your retirement planning.
- Comprehensive planning approach. Ensure they consider your entire financial picture, not just investments, to avoid gaps in your plan.
- Communication style. Flat-fee advisors often offer ongoing support; ask how frequently they’ll update you and how accessible they are for questions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Logan S
Series 66
Harrison, AR
Three Sixty Wealth Management, LLC
Logan Spaw offers flat-fee financial advisory services in Harrison, AR, with 11 years of experience and expertise in retirement planning, Roth conversions, and business exit strategies. His firm, Three Sixty Wealth Management, manages $154 million using a long-term, fundamental investment approach and provides comprehensive wealth management and retirement plan advisory services, distinguishing him through customized portfolios and a broad client focus.
Experience: 12 years
Avg account: $1,021,993
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Glen B
Series 63, Series 65
Harrison, AR
Raymond James Financial
Glen Battisto offers flat-fee financial planning in Harrison, AR, with 39 years of experience and expertise in retirement and business succession planning. Affiliated with Raymond James Financial, a large firm serving diverse clients, he provides fixed flat fees and hourly rates up to $400, combining seasoned insight with transparent pricing and a comprehensive approach to cash flow and budgeting.
Experience: 39 years
Avg account: $700,796
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Christopher M
Series 63, Series 66
Harrison, AR
Benjamin F. Edwards & Company, Inc.
Christopher Mcnew offers flat-fee financial planning with negotiable fees and a $200 minimum, suitable for clients in Harrison, AR seeking predictable costs. With 28 years of experience at Benjamin F. Edwards & Company, a large firm managing $15.7 billion in assets, he specializes in passive and active portfolio management, tax-loss harvesting, and retirement plans for business owners, providing a broad range of services compared to other advisors.
Experience: 29 years
Avg account: $553,528
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David S
Series 63, Series 65
Harrison, AR
Stone Financial
David Stone offers flat-fee financial planning and advisory consulting in Harrison, AR, with 18 years of experience and Series 63 and 65 licenses. His firm, Stone Financial, emphasizes mutual funds and ETFs using modern portfolio theory and provides integrated tax advisory services, distinguishing him from others by combining investment management with accounting expertise and flexible fee options.
Experience: 19 years
Avg account: $127,468
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Bryce B
Series 66
Harrison, AR
LPL Financial
Bryce Bonds offers flat-fee financial planning and consulting services in Harrison, AR, suitable for clients seeking predictable costs. Affiliated with a large firm, he brings expertise in wealth management, retirement plans for business owners, and tax-loss harvesting, supported by Ameriprise's research-based, tax-smart retirement-income planning tools.
Experience: 1 year
Avg account: $399,489
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