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Five8 Financial LLC

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Client assets under management

$4,689,462

Clients

2

50% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

1

Very Low

Average account size

$2,344,731

About

Five8 Financial LLC serves individual and high‑net‑worth clients, providing discretionary portfolio management and financial planning, with tax preparation offered as a separate service. The firm advises across a range of investment types—primarily ETFs but also mutual funds, fixed income, REITs, annuities, commodities, venture capital and private placements—tailoring recommendations to each client's situation.

The firm creates an Investment Policy Statement for each client and typically uses model allocations, a mix of analytical approaches (charting, fundamental, quantitative, technical, and modern portfolio theory), and a long‑term trading orientation while managing accounts on a discretionary basis. It monitors portfolios regularly and provides monthly reporting through the client’s custodian.

Distinctive aspects include an unusually small client roster—two clients served by two advisors with roughly $4.7 million in discretionary AUM—which results in a very low client‑to‑advisor ratio compared with peers. Five8 Financial requires use of specified custodians (Schwab Institutional and Altruist), discloses the potential to receive soft‑dollar research and services from custodians, and maintains the ability to recommend less liquid investments (for example, private placements and venture capital), which is atypical for a firm of this size.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Real estate investing Annuities

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Fee options

Fixed

Financial Planning Fee: $1,200-$6,250; Annual Retainer Fee: $1,200-$6,250

Percentage

$0 - $500,000: 1.25% $500,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.50% $4,000,001 - $6,000,000: 0.40% $6,000,001+: 0.30%

Main office location

Five8 Financial LLC

5001 W Founders Way, Suite L10

Rogers AR 72758, United States

Number of offices

1

Most active in

More info

Arkansas · Kansas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

479-278-4489

Advisors at this firm

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user avatar

Nicola C

CFP®, Series 65

Rogers, AR

Five8 Financial LLC

Nicola Cyr is a CFP® and Series 65-registered financial advisor with eight years of industry experience. She is currently with Five8 Financial LLC and previously worked at CGN Advisors, LLC, Navy Federal Credit Union, and Karl Kunz State Farm. Cyr is also an enrolled agent and owner of The Unicorn Collective LLC, a holding company for her ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, offering separate in-house tax preparation services. The firm uses a diverse set of analysis techniques and a long-term trading orientation to tailor portfolios, which may include a range of investment vehicles beyond traditional ETFs.

Private / alternative investments Real estate investing Annuities
user avatar

Roxanne M

CFP®

Rogers, AR

Five8 Financial LLC

Roxanne Martens is a CFP® professional with five years of industry experience. She has worked at Five8 Financial LLC since 2025 and previously spent five years at CGN Advisors, LLC. Martens is also the owner of RM Capital LLC, a holding company with ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, supplementing its services with in-house tax preparation. The firm employs a range of analytical techniques and constructs portfolios mainly using ETFs, tailoring allocations to client restrictions and incorporating diverse investment vehicles as appropriate.

Private / alternative investments Real estate investing Annuities
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