Garland and Greenwood Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Garland & Greenwood WealthAdvisors provides financial planning, investment consulting and discretionary wealth management to individuals, trusts, estates, charitable organizations and business entities. The firm’s services include portfolio management that allocates among mutual funds, ETFs and selected Independent Managers, as well as advisory work on employer-sponsored retirement plans and other held-away assets.
The firm tailors portfolios to clients’ stated objectives, assessing risk tolerance, time horizon and liquidity needs and conducting ongoing reviews to keep allocations aligned with those factors. Garland & Greenwood conducts due diligence on Independent Managers, uses diversification and cash management strategies, and may recommend alternative or privately placed investments for eligible clients while retaining discretion to execute transactions for many accounts.
Distinctive features noted in the brochure include operating with roughly $77 million in assets and a small advisory team, offering standalone financial planning and consulting in addition to asset management, and not imposing a minimum account balance. The brochure also highlights the firm’s engagement with Independent Managers and private collective investment vehicles and notes participation in industry educational activities (including support to attend conferences and educational meetings), a mix of services and activities that is less common among peers.
Client services
Expertise
Fee options
Fixed fees for financial planning services range from $500 to $25,000, negotiable by scope and complexity.
1.00% - 0.15%
Financial planning fees range from $500 to $25,000 based on complexity.
Main office
7915 Hwy 300
Roland AR 72135
Advisors at this office
3
Most active in
Arkansas
Also doing business as
Arkansas Wealth Management · Criswell Wealth Management · Garland & Greenwood Wealth Advisors LLC · Garland And Greenwood Wealth Advisors LLC · Simpson Wealth Partners
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
Advisors at this firm
Braden B
Series 65
Roland, AR
Garland and Greenwood Wealth Advisors LLC
Braden Burnett is a financial advisor at Garland and Greenwood Wealth Advisors LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Lighthouse Financial and University of Arkansas, as well as experience in education at Russellville High School and Russellville Jr High School. Garland & Greenwood Wealth Advisors provides financial planning, investment consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored portfolio management, diversification, and due diligence on Independent Managers, operating with approximately $77 million in assets and offering services without a minimum account balance.
Richard S
Series 63, Series 65
Roland, AR
Garland and Greenwood Wealth Advisors LLC
Richard Simpson is a financial advisor at Garland and Greenwood Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Portfolio Medics, LLC and Retirement Wealth Advisors. He is also the owner and president of Financial Dynamics, an independent business focused on annuity and life insurance sales and investment advisory services. Garland and Greenwood Wealth Advisors provides financial planning, investment consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm tailors portfolios to clients’ objectives, conducts due diligence on Independent Managers, and offers a combination of standalone planning and asset management without a minimum account balance.
William C
Series 63, Series 66
Roland, AR
Garland and Greenwood Wealth Advisors LLC
William Criswell Jr. is a financial advisor with Garland and Greenwood Wealth Advisors LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial LLC, Next Financial Group, Inc., and Raymond James Financial Services, Inc. Outside of advisory work, he has a minority interest in The Bistro Group, which operates a local bistro in Little Rock, AR. Garland and Greenwood Wealth Advisors provides financial planning, investment consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management with a focus on diversification, due diligence on independent managers, and flexibility in investment options, serving clients without requiring minimum account balances.
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