Rivertree Wealth

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Client assets under management

$143,107,874

Clients

167

34% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$856,933

About

Rivertree Wealth LLC, founded in 2024, provides discretionary investment management and financial planning services to individual and high‑net‑worth clients. The firm primarily serves individuals and uses asset‑based advisory fees, a common arrangement among peers.

The firm’s investment approach is grounded in Modern Portfolio Theory and passive investment management, typically implemented through diversified, risk‑based allocations to no‑load mutual funds, ETFs, individual stocks, and bonds. Rivertree accepts discretionary authority, conducts periodic (typically quarterly) account reviews, and includes certain held‑away retirement accounts in the assets it oversees.

Noteworthy aspects include its relatively recent formation coupled with roughly $143 million in assets under management across a three‑advisor team and about 167 client relationships, and the availability of standalone financial planning engagements separate from ongoing management. Rivertree recommends specific custodians (Charles Schwab, Altruist, and Fidelity) and discloses receipt of custodial platform services that could present conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting Charitable giving & philanthropy General estate planning guidance Tax strategies for small businesses

Fee options

Fixed

Fixed fees for financial planning ranging from $2,500 to $12,000 per engagement

Percentage

$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually

Project-based

$250 per hour for financial planning services

Other

Fee-only: Financial planning services at $250 per hour (up to 40 hours) or fixed fee ranging from $2,500 to $12,000 per engagement

Main office location

Rivertree Wealth

415 N. Mckinley St., Suite 1047

Little Rock AR 72205, United States

Number of offices

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Louisiana · Maryland · North Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram YouTube Website (501) 500-0893

Advisors at this firm

Sean H

CFP®, Series 63, Series 66

Wake Forest, NC

Rivertree Wealth

Sean Hilliard is a CFP® professional with eight years of experience in financial advisory roles. He is currently with Rivertree Wealth and has previously worked at firms including Empower Financial Services, Personal Capital Advisors Corporation, and Fidelity. Rivertree Wealth LLC, founded in 2024, provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using diversified, risk-based allocations across mutual funds, ETFs, stocks, and bonds.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy General estate planning guidance Tax strategies for small businesses

Justin H

CFP®, Series 65

Denver, CO

Rivertree Wealth

Justin Hobbs is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has worked at Rivertree Wealth since 2026 and previously held roles at Cerity Partners LLC, Wealth Legacy Institute, and Boston Mountain Money Management, Inc. He is based in Denver, CO. Rivertree Wealth LLC is an SEC-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a passive investment approach based on Modern Portfolio Theory, managing diversified, risk-based portfolios using no-load mutual funds, ETFs, stocks, and bonds.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy General estate planning guidance Tax strategies for small businesses

Jacob D

CFP®, Series 65

Little Rock, AR

Rivertree Wealth

Jacob Duke is a CFP® with six years of industry experience, currently serving as an advisor at Rivertree Wealth LLC since 2024. He previously worked at Applied Capital LLC for five years and Argent Financial Group, Inc. for three years. Rivertree Wealth LLC is an SEC-registered investment adviser that serves individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a passive investment approach based on Modern Portfolio Theory, utilizing diversified, risk-based portfolios with no-load mutual funds, ETFs, stocks, and bonds.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy General estate planning guidance Tax strategies for small businesses

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