Top financial advisors in Rogers, 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 be considering a financial advisor in Rogers, AR if you're planning for retirement or managing investments and want to understand how local tax rules affect your income. A common mistake is overlooking how Social Security income is exempt from state income tax here, which can impact your overall retirement strategy.
- Local tax knowledge. Confirm the advisor understands Arkansas tax laws, especially how Social Security benefits are treated.
- Retirement income planning. Ask how they balance withdrawals to minimize taxes while maintaining your lifestyle.
- Investment alignment. Check if they tailor your portfolio to your retirement timeline and risk tolerance.
- Experience level. Inquire about their years working with clients in similar retirement stages to yours.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew T
Series 66
Rogers, AR
Thrivent Investment Management
Matthew Taylor's 13 years of experience and Series 66 designation equip him to navigate retirement income planning in Rogers, AR, with attention to local tax nuances like Social Security exemptions. Affiliated with Thrivent Investment Management, a large firm offering Dedicated Planning Services, he combines business ownership insights and goal-based analyses, distinguishing him from advisors focused solely on individual portfolios.
Experience: 13 years
Avg account: $162,801
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Philip K
Series 63, Series 65
Rogers, AR
Willow
Philip Kapler in Rogers, AR, offers expertise in long-term care insurance and business succession planning, supporting retirement income strategies with a focus on fundamental analysis and long-term investments. His flat-fee structure, experience with high-net-worth clients, and background at Thrivent Financial distinguish him from others by combining fiduciary responsibility with discretionary portfolio management tailored to complex needs.
Experience: 11 years
Avg account: $1,181,843
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Tristyn W
Series 66
Rogers, AR
Merrill
Tristyn Wheeler in Rogers, AR, offers expertise in tax-loss harvesting and active portfolio management, which can help optimize retirement income strategies considering local tax rules. Affiliated with Merrill, a large firm serving diverse clients with managed accounts and discretionary portfolio management, Wheeler brings four years of experience and a Series 66 designation, focusing on mid-career professionals and high earners not yet rich, with a 1.10% AUM fee for managed strategies under $2 million.
Experience: 4 years
Avg account: $860,085
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Tracie H
Series 66
Rogers, AR
LPL Financial
Tracie Hill in Rogers, AR, offers expertise in wealth management and retirement plans for business owners, supported by nine years of industry experience and a Series 66 designation. Affiliated with LPL Financial, a large firm providing diverse investment solutions and flat-fee financial planning, she stands out for combining local knowledge with flexible fee structures and a broad client service approach.
Experience: 9 years
Avg account: $399,489
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Fred F
CFP®, Series 66
Rogers, AR
Raymond James Financial
Fred Fryer offers expertise in general retirement planning and cash flow management, supported by 15 years of experience and CFP® certification, making him well-equipped to navigate Rogers, AR tax nuances. His affiliation with Raymond James Financial, a large firm known for non-discretionary planning and flat-fee structures, provides access to diverse client services and institutional resources, distinguishing him from advisors at smaller firms.
Experience: 15 years
Avg account: $700,796
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