EGP Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,710,390
Clients
82
Advisors
4
of 5 employees
About
EGP Wealth Management provides investment advisory, financial planning, and pension consulting to individuals (including high‑net‑worth and non‑HNW clients), retirement plans, and businesses. The firm offers both discretionary and non‑discretionary portfolio management and reported approximately $8.5 million in discretionary assets and about $40.4 million in non‑discretionary assets as of December 31, 2025.
The firm's investment process uses model portfolios and principles of modern portfolio theory, emphasizing ETFs, mutual funds, stocks, and bonds with ongoing monitoring and rebalancing; clients engaged for portfolio management receive complimentary financial planning. Non‑discretionary clients receive recommendations that must be approved before execution, while discretionary accounts are managed under trading authorizations consistent with client objectives.
EGP is affiliated with an accounting entity (EGP PLLC) and discloses that it may recommend affiliated accounting services, and several advisory personnel are licensed insurance agents who may earn commission income on insurance sales, each of which the brochure identifies as a potential conflict of interest. The firm also routinely directs brokerage and custody to Charles Schwab for its model portfolios, giving it access to Schwab’s institutional platform and related services that the brochure notes can factor into custody and execution decisions.
Client services
Expertise
Fee options
Under $1,000,000.00 - $1,000,000.00: 1.25% Over $1,000,000.00+: 1.00%
Licensed insurance agents earn commissions for selling insurance products separate from advisory fees.
$275 per hour, negotiable depending on scope and complexity.
Main office
611 Main Street
North Little Rock AR 72114
Advisors at this office
4
Most active in
Arkansas · Texas · Virginia
Also doing business as
Butler Financial Services · Egp 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 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.
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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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
Advisors at this firm
Joe K
Series 66
North Little Rock, AR
EGP Wealth Management, LLC
Joe Kersey is a financial advisor at EGP Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Edward Jones, and Infinidat. Joe is also a licensed insurance agent in multiple states, including Alabama, Arkansas, and Virginia, offering life, health, annuities, and mutual fund products. EGP Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, retirement plans, and businesses. The firm utilizes model portfolios based on modern portfolio theory and emphasizes ongoing monitoring and rebalancing across ETFs, mutual funds, stocks, and bonds.
Colin G
PFS™, Series 66
North Little Rock, AR
EGP Wealth Management, LLC
Colin Gorman is a financial advisor with EGP Wealth Management, LLC, holding a PFS™ designation and Series 66 license, and has 21 years of industry experience. His career includes roles at EGP Wealth Management, EGP PLLC, and 1st Global Advisors, Inc. Outside of advisory work, he serves as Junior Vice Commander for the Marine Corps League, Sid McMath Detachment, and is a finance committee member at First United Methodist Church. EGP Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, retirement plans, and businesses, employing model portfolios based on modern portfolio theory with a focus on ETFs, mutual funds, stocks, and bonds.
Lindsey B
Series 66
North Little Rock, AR
EGP Wealth Management, LLC
Lindsey Baker is a financial advisor at EGP Wealth Management, LLC with 10 years of industry experience and holds the Series 66 designation. She has worked at EGP Wealth Management since 2016 and was previously with 1st Global Advisors, Inc. and 1st Global Capital Corp. Baker is also a partner at EGP, PLLC, an accounting firm. EGP Wealth Management provides investment advisory, financial planning, and pension consulting to individuals, retirement plans, and businesses. The firm employs model portfolios and modern portfolio theory principles, focusing on ETFs, mutual funds, stocks, and bonds, with both discretionary and non-discretionary management options.
Angela F
Series 66
North Little Rock, AR
EGP Wealth Management, LLC
Angela Frazier is a financial advisor with EGP Wealth Management, LLC in North Little Rock, AR. She holds a Series 66 designation and has 12 years of industry experience. Prior to joining EGP Wealth Management, she worked at 1st Global Advisors, Inc. and 1st Global Capital Corp from 2014 to 2018. She is also a partner at EGP, PLLC, an accounting firm. EGP Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, retirement plans, and businesses. The firm utilizes model portfolios based on modern portfolio theory, offering both discretionary and non-discretionary portfolio management, with ongoing monitoring and rebalancing.
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