Advisor Resource Council logo

Advisor Resource Council

Updated today

Client assets under management

$3,340,795,838

Clients

11,699

18% high-net-worth

Advisors

83

of 119 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

141

Very High

Average account size

$285,563

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning flat fees range from $50 to $15,000; flat annual management fees up to $100,000+ depending on asset level

Percentage

$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

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)

Project-based

Financial planning and consulting hourly fees $100 to $500

Other

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 location

Advisor Resource Council

15110 Dallas Parkway, Suite 500

Dallas TX 75248, United States

Number of offices

53

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Drew S

Series 66

Irving, TX

Advisor Resource Council

Drew Sparks is a financial advisor with Advisor Resource Council in Irving, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Advisor Resource Council and LPL Financial since 2014. Outside of his advisory role, he is also an insurance agent with Insurance Designers of Dallas. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm utilizes actively managed strategies that integrate artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, and alternatives.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Brandon F

Series 63, Series 66

Dallas, TX

Advisor Resource Council

Brandon Fresard is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at multiple firms including USAA Financial Planning Services and LPL Financial, and currently provides investment advisory services at Advisor Resource Council and Foundation Wealth Partners. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering comprehensive asset management, financial planning, and consulting services. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various asset classes.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Mark R

CFP®, Series 63

Napa, CA

Advisor Resource Council

Mark Richmond is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2004 and serving as an advisor with Advisor Resource Council since 2017. He is based in Napa, California. Outside of his advisory work, Richmond is co-executive producer of a food and wine television show focused on the Napa Valley. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

David B

CFP®, ChFC®, Series 63, Series 65

Dallas, TX

Advisor Resource Council

David Brown is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with Advisor Resource Council, having joined in 2024, and previously worked at WCG Wealth Advisors and LPL Financial. Brown is also the owner and CEO of Encore Wealth Management, an estate planning and insurance business. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes, offering both discretionary and nondiscretionary portfolio management options.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Michael L

Series 65, Series 66

Dallas, TX

Advisor Resource Council

Michael Lowsley is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at LPL Financial, Amundi Distributor US, Inc., Resolute Investment Distributors, Inc., and Allianz Global Investors. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence with traditional analysis across various asset classes.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Thomas A

CFP®, Series 63, Series 66

Santa Rosa Beach, FL

Advisor Resource Council

Thomas Atkins is a CFP® professional with 30 years of experience in the financial advisory industry. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012 and also maintains a longstanding affiliation with LPL Financial since 2009. Outside of his advisory work, Atkins has worked as a bartender at The Colony Wine Bar. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across diverse portfolio types.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

David B

Series 63, Series 65

Oxford, MS

Advisor Resource Council

David Bennett is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Next Financial Group Inc for nine years before joining Advisor Resource Council in 2021. Bennett is also active as an insurance agent, providing life, health, fixed annuities, accident, long-term care, disability, and Medicare supplement products. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across a range of portfolio types and asset classes.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Brick P

Series 66

Dallas, TX

Advisor Resource Council

Brick Parsons is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 16 years of industry experience. His prior work includes eight years at Edward D Jones and concurrent roles at LPL Financial since 2017. Outside of advisory services, he owns a small business focused on purchasing, repairing, and reselling electronic equipment. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes and provides both discretionary and nondiscretionary portfolio management.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Allen K

Series 63, Series 66

Oxford, MS

Advisor Resource Council

Allen Kimbrell is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He serves as a trustee for a family trust. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and access to third-party money managers and LPL advisory programs. The firm uses actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Samuel R

CFP®, Series 66

Dallas, TX

Advisor Resource Council

Samuel Rodriguez is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Advisor Resource Council. His prior roles include positions at J.P. Morgan Securities and LPL Financial. He is based in Allen, TX. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across a range of portfolio types.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Charles B

Series 63, Series 66

Dallas, TX

Advisor Resource Council

Charles Berry is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with Advisor Resource Council since 2012 and is also affiliated with LPL Financial since 2011. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes and portfolio types.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Shawn C

Series 65

Dallas, TX

Advisor Resource Council

Shawn Clagg is a financial advisor with Advisor Resource Council and holds a Series 65 designation. He has one year of industry experience and a background in accounting, serving as president of his own CPA firm since 2010. His prior work includes roles at Choc Wealth Management LLC and Rob Hance Management PC. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services. The firm utilizes actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across diversified portfolios.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Joseph B

Series 63, Series 65

Dallas, TX

Advisor Resource Council

Joseph Biggerstaff is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Company and MML Distributors LLC. Outside of his advisory work, he serves as the varsity head baseball coach at Heritage Christian Academy in Rockwall, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and cash-management services.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Justin C

CFP®, Series 66

Oxford, MS

Advisor Resource Council

Justin Childress is a CFP® professional with 15 years of industry experience, currently affiliated with Advisor Resource Council. His prior roles include positions at Cetera and Region Bank, among others. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Brian K

Series 63, Series 65

Dallas, TX

Advisor Resource Council

Brian Krukiel is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at LPL Financial, Level Four Advisory Services, and J.P. Morgan Securities. He has also been involved as an insurance agent, selling term, fixed, whole, and universal insurance products. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies using model portfolios and separately managed accounts that integrate artificial intelligence tools with fundamental analysis, offering a range of investment options and services through its network of investment adviser representatives.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")