RetirePath Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RetirePath Wealth serves individual and high-net-worth clients with ongoing portfolio management, financial planning, and tailored consulting. The firm charges asset-based advisory fees for managed accounts and also offers fixed-fee financial plans and hourly consultations.
The firm’s advisory program includes both discretionary and non-discretionary authority in writing, uses model portfolios and may hire third‑party sub‑advisors to manage all or portions of client assets, and discloses use of technical, charting, and cyclical analysis among its methods. Although the brochure describes both service types, it reports $86.83 million in client assets as discretionary as of December 31, 2025, and requires clients to use a specific custodian (Charles Schwab) while managing accounts separately rather than aggregating trades.
What distinguishes RetirePath Wealth from many peers is its owner’s material involvement in affiliated insurance and tax-preparation businesses and in property-management interests, a relationship the firm discloses as a potential conflict because the owner sells commissioned insurance products. The firm is also relatively new (founded in 2022) but manages a multi‑million dollar asset base with a small advisory team and does not accept proxy voting responsibilities, leaving proxy votes to clients unless assistance is requested.
Client services
Expertise
Fee options
up to 1.25% annually
Fee-only: Financial planning fixed fees from $500 to $3,000 based on complexity and client needs
Main office
11300 N Rodney Parham Rd., Suite 120
Little Rock AR 72212
Advisors at this office
6
Most active in
Arkansas · Texas
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.
Advisors at this firm
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