Advisor Resource Council logo

Advisor Resource Council

Updated today

Client AUM

$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

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

See office

15110 Dallas Parkway, Suite 500

Dallas TX 75248

Advisors at this office

62

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

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

James A

Series 65

Tulsa, OK

Advisor Resource Council

James Ault is a financial advisor with Advisor Resource Council based in Tulsa, OK. He holds a Series 65 designation and has two years of industry experience. He is also the owner of Sooner Retirement and provides insurance services as an independent licensed insurance agent. Ault has served in the U.S. Army Reserve since 2009. 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 AI-driven model portfolios combined with fundamental analysis and coordinates estate-planning document preparation through arrangements with independent attorneys.

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, holding Series 65 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at LPL Financial LLC, 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 offering asset management, financial planning, and consulting services through a network of Investment Adviser Representatives. The firm combines AI-driven model portfolios with traditional fundamental analysis and provides estate-planning coordination through independent legal professionals.

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 at Advisor Resource Council with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisor Resource Council since 2021, prior to which he spent nine years at Next Financial Group Inc. Bennett is also involved in insurance sales, covering 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 by providing asset management, financial planning, and retirement plan consulting. The firm employs a combination of AI-driven model portfolios and fundamental analysis across various account tiers and offers coordination of estate-planning services through external legal professionals.

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 registrations and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, and A.G. Edwards & Sons, Inc. He serves as a trustee for a family trust. Advisor Resource Council provides asset management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, and business enterprises. The firm uses AI-enhanced model portfolios alongside traditional fundamental analysis and offers coordinated estate-planning services through external legal professionals.

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® with 22 years of industry experience, currently serving at Advisor Resource Council since 2018. His prior roles include positions at Level Four Advisory Services LLC and LPL Financial, LLC. He holds the Series 66 designation and is based in Dallas, TX. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and businesses, providing asset management, financial planning, and consulting services. The firm employs AI-driven model portfolios combined with traditional fundamental analysis and offers coordinated estate-planning services through external legal professionals.

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 an advisor at Advisor Resource Council with a Series 65 credential and two years of industry experience. He also serves as president and CPA of Shawn Clagg, CPA, PC, an accounting firm he has operated since 2010, and has held roles in management and accounting at Rob Hance Management PC since 2022. Prior to his current advising role, he worked at Choc Wealth Management LLC and has a background in accounting and business management. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement consulting. The firm uses a combination of artificial intelligence tools and fundamental analysis in its investment strategies, offering model portfolios tailored to different account sizes and needs.

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 Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at LPL Financial and Massachusetts Mutual Life Insurance Company. Outside of advisory work, he serves as the varsity head baseball coach at Heritage Christian Academy. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with services including asset management, financial planning, and retirement plan consulting. The firm employs a combination of artificial intelligence and fundamental analysis in its model portfolios and offers tailored strategies for different account sizes.

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
View complete list of advisors at this firm
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)