Top financial advisors in Hot Springs, 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 Hot Springs, AR when you're navigating complex life changes like retirement planning or managing an inheritance. Without focused expertise, it's easy to overlook local tax implications or miss opportunities unique to your financial landscape.
- Local tax knowledge. Confirm how they incorporate Arkansas state tax rules into your retirement or investment plans.
- Experience with life transitions. Ask how they've helped clients adjust strategies after events like job changes or receiving an inheritance.
- Investment alignment. Ensure they tailor portfolios to your risk tolerance and long-term goals, not just generic market trends.
- Fee structure clarity. Understand how their fees work, especially if they offer flat-fee options, so you know what you’re paying for.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jared Z
Series 63, Series 65
Hot Springs, AR
Zeiser Wealth Management LLC
Jared Zeiser offers extensive expertise in active portfolio management and options strategies, well-suited for clients in Hot Springs, AR navigating retirement or inheritance planning with local tax considerations. His firm provides flat-fee financial planning starting at $1,500 and employs a disciplined, formula-driven investment process, distinguishing him with a blend of quantitative analysis and personalized consulting services.
Experience: 26 years
Avg account: $330,613
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Chad A
Series 66
Hot Springs, AR
New Horizon Asset Management
Chad Amerson offers expertise in retirement and estate planning, supported by 23 years of experience and a Series 66 designation, making him well-suited for clients in Hot Springs, AR facing life transitions. His independent firm, New Horizon Asset Management, employs both fundamental and technical analysis with discretionary trading, and provides flexible fee options including negotiated AUM fees and hourly consultations, distinguishing him from other local advisors.
Experience: 23 years
Avg account: $1,083,333
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Cara B
Series 66
Hot Springs, AR
Edward Jones
Cara Bunn in Hot Springs, AR, specializes in wealth management, tax-loss harvesting, and multi-generational wealth transfer, which suits clients managing complex life transitions like retirement or inheritance. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers advisory programs with fees up to 1.35% annually, providing access to both discretionary and non-discretionary strategies.
Experience: 2 years
Avg account: $246,728
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Ralph C
Series 66
Hot Springs, AR
Wells Fargo Advisors
Ralph Cross's 26 years of experience and Series 66 designation equip him to address complex financial needs in Hot Springs, including retirement and inheritance planning with local tax considerations. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, he offers tailored investment strategies and fee-based planning, distinguishing him from advisors with smaller practices or less extensive resources.
Experience: 26 years
Avg account: $514,335
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Terry B
Series 66
Hot Springs, AR
Strongtower Wealth Management, Plc
Terry Bewley in Hot Springs, AR, offers expertise in private and alternative investments with a flat-fee structure ranging from $125 to $2,500, suitable for clients seeking transparent costs. His firm manages $110 million for about 300 clients, applying modified modern portfolio theory and optional faith-based screens, distinguishing his approach from others by integrating personal values into investment strategies.
Experience: 9 years
Avg account: $328,947
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