Top financial advisors in Little Rock, 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 approaching retirement or managing your Social Security benefits, you need an advisor who understands how to maximize your income while minimizing taxes. A common mistake is overlooking how state tax rules affect your Social Security income, which can impact your overall retirement plan.
- Social Security tax knowledge. Confirm the advisor knows that Social Security income is exempt from state income tax in Arkansas and how that influences your cash flow.
- Retirement income sequencing. Ask how they plan withdrawals from different accounts to optimize tax efficiency and sustain your income.
- Benefit timing strategies. Inquire about their approach to deciding when to claim Social Security benefits to balance immediate needs and long-term growth.
- Coordination with other income sources. Ensure they consider pensions, investments, and part-time work in your overall retirement income plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lamar R
Series 65
Little Rock, AR
Applied Capital LLC
Lamar Rochell in Little Rock, AR, offers expertise in private and alternative investments with a 1.00% annual AUM fee, suitable for clients seeking diversified asset allocation through model portfolios. His background includes roles in healthcare and education, and his firm manages $293 million in discretionary assets, providing multi-tiered planning that can integrate with outside specialists, distinguishing him from advisors focused solely on traditional retirement income strategies.
Experience: 1 year
Avg account: $520,416
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Kevin K
CFP®, Series 63, Series 66
Little Rock, AR
Edward Jones
Kevin Kordsmeier's 31 years of experience and CFP® certification equip him to navigate Social Security tax nuances in Arkansas, optimizing retirement income sequencing and benefit timing. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management services with a fee structure up to 1.35% annually, catering to clients including retirees and business owners in Little Rock.
Experience: 32 years
Avg account: $246,728
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Mark M
Series 66
Little Rock, AR
Capital Square, LLC
Mark Massey in Little Rock, AR, offers retirement planning and portfolio management through Capital Square, LLC, with 15 years of experience and a Series 66 designation. His firm serves diverse clients including individuals and trusts, using diversified asset allocation and various strategies, and provides flat-fee and hourly financial planning options, distinguishing him from advisors with different fee structures or narrower client focuses.
Experience: 15 years
Avg account: $607,828
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Jacob D
CFP®, Series 65
Little Rock, AR
Rivertree Wealth
Jacob Duke in Little Rock, AR, offers expertise in general retirement planning and tax strategies for small businesses, which can help optimize Social Security income and retirement withdrawals. His flat-fee structure and independent status at Rivertree Wealth, combined with a passive investment approach using diversified portfolios, distinguish him from other advisors who may charge based on assets under management or use active strategies.
Experience: 7 years
Avg account: $856,933
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Robin G
Series 63, Series 65
Little Rock, AR
Ameriprise
Robin Gann specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in Little Rock, AR. With 18 years of experience at Ameriprise, a large firm offering tax-efficient withdrawal strategies and managed accounts, she provides tailored plans that integrate multiple income sources and utilize advanced modeling tools.
Experience: 19 years
Avg account: $471,167
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