Advisor Resource Council
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,340,795,838
Clients
11,699
Advisors
86
across 19 offices
About
Advisor Resource Council serves individuals (including high‑net‑worth clients), families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning and consulting, retirement plan consulting, wrap‑fee programs, and referrals to third‑party money managers and LPL advisory programs. Services are delivered through a network of Investment Adviser Representatives and may be provided on either a discretionary or nondiscretionary basis.
The firm’s investment approach includes a suite of AIQ model portfolios and separately managed account strategies that combine artificial intelligence tools with traditional fundamental analysis, with model tiers designed for different account sizes (Foundations, Essentials, Focused, Advanced) and bespoke option strategies available for certain high‑wealth clients. Portfolios are monitored and rebalanced as appropriate, with annual reviews and the option to use third‑party managers or direct‑at‑fund solutions for smaller accounts.
Notably, ARC coordinates estate‑planning document preparation through professional arrangements with independent attorneys or law firms and, depending on a client’s asset level, may pay part or all of the related legal fees rather than employing in‑house estate attorneys. The brochure also discloses a 2024 SEC enforcement settlement related to misconduct by a former IAR, which included a $300,000 civil penalty and the retention of an outside compliance consultant.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees range from $50 to $15,000; flat annual management fees up to $100,000+ depending on asset level
$0 - $499,999: 2.25% (traditional asset management max rate) $500,000 - $999,999: 2.25% (traditional asset management max rate) $1,000,000 - $1,999,999: 2.25% (traditional asset management max rate) $2,000,000 - $4,999,999: 2.25% (traditional asset management max rate) $5,000,000+: 2.25% (traditional asset management max rate) $0 - $499,999: 2.50% (wrap fee program max rate) $500,000 - $999,999: 2.50% (wrap fee program max rate) $1,000,000 - $1,999,999: 2.50% (wrap fee program max rate) $2,000,000 - $4,999,999: 2.50% (wrap fee program max rate) $5,000,000+: 2.50% (wrap fee program max rate)
Commissions from LPL for IARs registered representatives; referral fees 1.0% loan amount (bank), 0.025% loan amount (internet lending platform), 0.47% interest earned (cash management platform)
Financial planning and consulting hourly fees $100 to $500
Account minimum: $500 for AIQ Foundations; $25,000 for AIQ Essentials and LPL Model Wealth Portfolios; $50,000 for LPL Manager Access Select (equity); $200,000 for AIQ Focused; $250,000 for LPL Personal Wealth Portfolios; $5,000 for LPL Guided Wealth Portfolios Minimum fee: Flat annual fees ranging from $50 to $100,000+ depending on asset level Fee-only: Financial planning fees hourly $100-$500; flat fees $50-$15,000
Main office
See office15110 Dallas Parkway, Suite 500
Dallas TX 75248
Advisors at this office
62
Offices (19)
Dallas, TX Dallas Parkway
15110 Dallas Parkway Suite 500, Dallas, TX 75248
62 advisors
Napa, CA
1795 Third Street, Napa, CA 94559
3 advisors
Oxford, MS Access Road
1300 Access Road Suite 200, Oxford, MS 38655
3 advisors
Edmond, OK
1300 E. 9th Street, Suite 10, Edmond, OK 73034
2 advisors
Larose, LA
11872 Hwy 308, Larose, LA 70373
2 advisors
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming
Also doing business as
360 Wealth Management · 360 Wealth Management, LLC · 360 Wealth Partners · 360 Wealth Planners LLC · Abacus Wealth Builders · Advisor Resource Council · Aiq Asset Management · Amplio Wealth Management · Arc Asset Management · Arc Retirement Consultants · Ark Capital · Ashley Hodge · Azaela Wealth Partners · Barfield Wealth Management · Benge Financial Group · Bigg Financial · Cardinal Wealth Advisors · Carroll Wealth Management · Castrinos Financial · Cojo Bay Adviors, LLC · Cojo Bay Advisors · Council Family Office · Csb Wealth Management · Dallas Financial Planner · Dansby Wealth Management · Dargatz & Company · David H. Young & Associates · Don Hubbard Investment Services · Encore Wealth Management · Faubourg Private Wealth · Foundation Wealth Partners · Front Line Advisor Group · Furney Financial · Generations Financial Management · Hopper Financial Services · Independent Financial Strategies · Integrated Wealth Strategies · Jackson Wealth Management · Jdr Wealth Management · Jkl Investment Management · John Bailey Financial · Kaliver Wealth Management · Lemoine Wealth Management · Lewin Wealth Management · Lightforce Financial · Maven Wealth Consulting, LLC · Maverick Wealth Management · Mclemore Financial Group · Mergent Group · Merit Wealth Advisors · Merit Wealth Advisors, Inc. · Mills & Kernan Wealth Management · Mission Financial Advisory Services · Musso Retirement Advisors · Napa Valley Financial · Orion Wealth Management · Parsons Wealth Management · Pax Financial Group, LLC · Rdr Wealth Management · Ridgemark Financial · Rlbrown Financial · Royal Stone Wealth Management · Shelton Financial Group · Silverman Legate Advisory Group · Simmons Wealth Management · Team 360 Wealth Management · Texas State Financial, Inc. · The Aero Advisor · The Gatts Group · The Texas Money Manager · Truewealth Management · Valtrum · Values First Planning · Vti Financial · Walton & Lourcey Financial Strategies
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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