Asset Protection Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized financial planning and consulting to individual investors, retirement plans, trusts, estates, and charitable organizations, and facilitates investment implementation by referring clients to third‑party money managers. It bills planning work on a fixed‑fee or hourly basis and does not directly manage client assets.
The firm documents client goals with investment policy statements and periodic reviews, monitors accounts via custodial reports from the third‑party managers, and does not exercise trading discretion or custody client assets. When clients are placed with third‑party managers, the firm assists with onboarding and paperwork, reviews quarterly statements, and communicates material changes in client status while clients retain responsibility for proxy voting and transaction approvals.
Compared with peers, the firm operates as a solo practitioner whose managing member maintains a separate, active insurance practice and is licensed to sell insurance products, a relationship the brochure discloses can generate commissions. The firm’s business model is further distinguished by its reliance on referral arrangements and incentive sharing with Gradient Investments, LLC and its use of fixed/hourly planning fees instead of directly charging percentage‑of‑assets management or providing in‑house portfolio management.
Client services
Expertise
Fee options
Financial planning fixed fees between $200 and $2,500 based on complexity and client needs
$0+: 2.15% $0+: 2.00% $0+: 1.85% $0+: 1.70% $0+: 1.50% $0+: 1.00%
$200 per hour for financial planning services
Fee-only: Financial Planning Services fixed fees ranging from $200 to $2,500 based on complexity; hourly rate $200 per hour
Main office
11300 North Rodney Parham Road, Suite 320
Little Rock AR 72212
Advisors at this office
1
Most active in
Arkansas · Georgia · Louisiana · Texas
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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
Quick links
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