Russellville, AR Office

Team
Updated today
&PARTNERS logo

&PARTNERS

Enterprise

Firm-wide stats for &PARTNERS

Total advisors

558

Across 189 offices

Clients per advisor

97 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

&Partners serves a broad mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses and corporations. The firm provides investment management, financial and tax planning, ERISA 3(21) consulting, retirement‑plan participant discretionary management and brokerage services under its dual registration as a registered investment adviser and a broker‑dealer.

Investment management is offered on discretionary and non‑discretionary bases using the Envestnet portfolio platform and NFS brokerage infrastructure, and accounts may be managed directly by an &Partners financial advisor or by third‑party managers selected through the firm’s due‑diligence processes. The firm uses a mix of fundamental, technical and quantitative analysis, model portfolios and both proprietary and third‑party strategies, with ongoing monitoring and periodic account reviews.

Distinctive features disclosed in the brochure include &Partners’ registration as a municipal advisor and its capacity to act in underwriting and municipal advisory roles, the firm’s continued use of transaction‑based compensation and occasional principal trades in addition to advisory fees, and the availability of subscription research products such as a paid weekly market commentary. The firm has also expanded third‑party advisory earnings arrangements—under which some financial advisors share a portion of their advisory revenues with a third party in exchange for an equity interest—and many financial advisors are indirect owners of the holding company, arrangements the firm identifies and supervises in its disclosures.

Based on &PARTNERS

Expertise

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy

Based on &PARTNERS

Occupation focus

Founder/Business Owner Executive Retired

Based on &PARTNERS

Location

701 West Main St.

Russellville AR 72801

Advisors at this office

6

Advisors at this office

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Charles G

Series 63

Russellville, AR

&PARTNERS

Charles Gordon is a financial advisor at &PARTNERS with over 53 years of industry experience. He holds the Series 63 designation and has worked at firms including Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he co-owns and serves as president of MCG Holdings, LLC. &PARTNERS serves a diverse range of clients, including high-net-worth individuals and institutions, providing investment management and financial planning services through a combination of proprietary and third-party strategies. The firm operates as both a registered investment adviser and broker-dealer, employing fundamental, technical, and quantitative analysis in managing client portfolios.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Kyle S

Series 66

Russellville, AR

&PARTNERS

Kyle Scott is a financial advisor at &PARTNERS with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, Investment Professionals, Inc., and Edward Jones. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a range of analytical approaches and third-party managers to support its discretionary and non-discretionary portfolios.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Jared S

CFP®, Series 66

Russellville, AR

&PARTNERS

Jared Smith is a financial advisor at &PARTNERS with 18 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Edward Jones. He also owns and operates FOUR CORNERS WEALTH LLC. &PARTNERS serves a diverse mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan services through both advisory and brokerage platforms. The firm employs a variety of analytical approaches and offers services including discretionary and non-discretionary management, municipal advisory roles, and subscription research products.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Tommy F

Series 66

Russellville, AR

&PARTNERS

Tommy Fields is a financial advisor with \u0026PARTNERS in Russellville, AR, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, as well as nearly a decade at Arkansas Tech University. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, nonprofits, universities, and corporations. The firm offers investment management and a range of financial and tax planning services using a mix of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Tyler G

Series 66

Russellville, AR

&PARTNERS

Tyler Goodson is a financial advisor at &PARTNERS with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and consulting services. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies, managing accounts on both discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Shawn G

Series 66

Russellville, AR

&PARTNERS

Shawn Gordon is a financial advisor at &Partners with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in tournament bass fishing, owns a share of a duck hunting camp, and serves on the board of Russellville Advertising & Promotions. &Partners serves a diverse client base including individuals, institutions, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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