Eagle Valley Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eagle Valley Wealth Management is an independent, fee-only registered investment adviser that provides ongoing comprehensive financial planning, project-based and hourly planning, and discretionary investment management to individual and high‑net‑worth clients. The firm reports no account minimum and operates as a single‑advisor practice with a very small client base and modest assets under management.
The firm’s investment process blends Modern Portfolio Theory and strategic asset‑allocation guidance with the use of third‑party investment models to inform portfolio construction; EVWM retains full discretion and customizes allocations and rebalancing to each client’s circumstances, and may employ tactical deviations when appropriate. Clients receive ongoing plan monitoring and quarterly account reviews for managed relationships, while limited‑scope projects and hourly engagements are offered for discrete planning needs.
Noteworthy distinctions are the firm’s fee approach and scale: EVWM is fee‑only but does not use percentage‑of‑AUM billing, instead offering fixed, project, and hourly fee arrangements for planning and management, which differs from the more common AUM percentage model among independents. The firm is also newly registered (2025) and formally discloses its routine use of third‑party model portfolios as an input to—but not a replacement for—its individualized investment decisions.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fee ranges from $1,000 to $5,000 depending on complexity and client needs.
Financial Planning Hourly Fee is $300 per hour.
Fee-only: Ongoing Comprehensive Financial Planning fees range from $0 to $1,250 quarterly; Ongoing Comprehensive Financial Planning + Investment Management fees range from $0 to $2,500 quarterly, fees are negotiable and based on complexity and client needs.
Main office
Vilonia AR
Advisors at this office
1
Most active in
Arkansas · Texas
Also doing business as
Eagle Valley Wealth Management · Eagle Valley Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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