RetirePath Wealth, LLC logo

RetirePath Wealth, LLC

Updated today

Client AUM

$109,738,269

Clients

516

Advisors

6

of 6 employees

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

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Income planning Wealth management Tax-loss harvesting

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Fee options

Percentage

up to 1.25% annually

Other

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

Advisors at this firm

user avatar

Cory J

Series 65, Series 66

Little Rock, AR

RetirePath Wealth, LLC

Cory Johnson is a financial advisor with RetirePath Wealth, LLC in Little Rock, AR, holding Series 65 and Series 66 designations with seven years of industry experience. Prior to joining RetirePath Wealth in 2026, he worked in mortgage lending and real estate, including roles at Valor Home Loans and Trail Run Realty. Cory is also associated with Devereux Group as of 2025. RetirePath Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and consulting. The firm employs both discretionary and non-discretionary advisory programs, using model portfolios and third-party sub-advisors, and manages a multimillion-dollar asset base with a small team.

General retirement planning Income planning Wealth management Tax-loss harvesting
user avatar

Dale C

CFP®, Series 63, Series 65

Little Rock, AR

RetirePath Wealth, LLC

Dale Colclasure Jr. is a CFP® with 28 years of experience, currently serving as an advisor at RetirePath Wealth, LLC. His career includes roles at AE Wealth Management, Madison Avenue Securities, and multiple RetirePath entities. Outside of advisory work, he is managing partner of two personal rental real estate companies. RetirePath Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and consulting. The firm employs both discretionary and non-discretionary management, utilizes model portfolios, and incorporates technical and cyclical analysis methods.

General retirement planning Income planning Wealth management Tax-loss harvesting
user avatar

Joe J

Series 63, Series 65

Little Rock, AR

RetirePath Wealth, LLC

Joe Justus is a financial advisor with RetirePath Wealth, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RetirePath Wealth in 2025, he worked at Trutoro for eight years. Outside of advisory work, he operates Joe Justus Insurance Agency LLC, an insurance sales business he has owned since 1988, and is involved in farming activities as a sole proprietor. RetirePath Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary asset management alongside comprehensive financial plans. The firm employs a process that incorporates client goals and risk tolerance with technical and cyclical analysis, and it maintains formal affiliations with insurance and tax-preparation businesses.

General retirement planning Income planning Wealth management Tax-loss harvesting

Daniel S

Series 66

Little Rock, AR

RetirePath Wealth, LLC

Daniel Sandefur is a financial advisor at RetirePath Wealth, LLC in Little Rock, AR, holding a Series 66 designation with two years of industry experience. Prior to joining RetirePath Wealth in 2026, he worked for Edward Jones and Acxiom and was a full-time student for ten years. Outside of his advisory role, he is involved with The RetirePath Agency, Inc. RetirePath Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and consulting, utilizing both discretionary and non-discretionary approaches and model portfolios. The firm manages a multi-million dollar asset base with a small team and incorporates technical and cyclical analysis in its investment process.

Business ownership considerations Business succession planning General estate planning guidance Retirement income strategy Military & Veterans Founder/Business Owner Intergenerational Families
user avatar

James G

Series 63, Series 65

Little Rock, AR

RetirePath Wealth, LLC

James Gentry Jr. is a financial advisor at RetirePath Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Legacy Capital Wealth Partners and Capital Markets IQ. Outside of advisory work, he serves as a board member for Love Unity, Inc., a nonprofit organization in Little Rock, AR. RetirePath Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing a process that incorporates client goals and risk tolerance with technical and cyclical analysis. The firm offers both discretionary and non-discretionary asset management and partners with third-party co-advisors to access model portfolios and trading services.

General retirement planning Income planning Wealth management Tax-loss harvesting
user avatar

Mark S

Series 63, Series 65

Little Rock, AR

RetirePath Wealth, LLC

Mark Smalling is a financial advisor with RetirePath Wealth, LLC in Little Rock, AR. He holds Series 63 and Series 65 licenses and has been in the industry since 2013, including nine years at Mark A. Smalling and Associates, LLC. RetirePath Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and tailored consulting services. The firm employs both discretionary and non-discretionary account management, uses model portfolios, and may engage third-party sub-advisors, managing approximately $86.83 million in discretionary client assets as of the end of 2025.

General retirement planning Income planning Wealth management Tax-loss harvesting
View complete list of advisors at this firm
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