Rivertree Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rivertree Wealth serves individual and high‑net‑worth clients and offers discretionary investment management alongside standalone financial planning services. The firm provides ongoing portfolio oversight as well as separate planning engagements and does not impose a formal account minimum to establish a relationship.
Rivertree’s investment approach is grounded in modern portfolio theory and passive management, implementing diversified, risk‑based allocations across mutual funds, ETFs, equities, and fixed income on a discretionary basis. The adviser conducts regular reviews—typically quarterly—and treats held‑away retirement accounts as part of a client’s overall investable assets to inform its advice.
Founded in 2024 and registered with the SEC, Rivertree manages a mid‑sized asset base with a small, multi‑office team, a combination that is less common among peers. The firm does not accept proxy‑voting authority for client securities, recommends multiple custodians (including Schwab, Altruist, and the recently added Fidelity), and does not retain third‑party subadvisers, which may affect custody and operational arrangements.
Client services
Expertise
Fee options
Fixed fee financial planning services ranging between $2,500 and $12,000 per engagement
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$250 per hour for financial planning services
Minimum fee: Minimum annual fee of $12,000 per year, payable in quarterly increments of $3,000 Fee-only: Financial planning services offered at $250/hour (up to 40 hours) or fixed fee between $2,500 and $12,000 per engagement
Main office
See office415 N. McKinley St., Suite 1047
Little Rock AR 72205
Advisors at this office
1
Offices (4)
Most active in
Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Louisiana · Maryland · North Carolina · Texas · Virginia
Also doing business as
Rivertree Wealth · Rivertree Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Sean H
CFP®, Series 63, Series 66
Wake Forest, NC
Rivertree Wealth
Sean Hilliard is a financial advisor at Rivertree Wealth with eight years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining Rivertree Wealth, he worked at Empower Financial Services, Personal Capital Advisors Corporation, Thrivent Financial, and Fidelity Investments. Rivertree Wealth serves individual and high-net-worth clients with discretionary investment management and standalone financial planning. The firm applies a risk-based, passive investment approach grounded in modern portfolio theory and conducts regular portfolio reviews, incorporating held-away retirement accounts into its advice.
Justin H
CFP®, Series 65
Denver, CO
Rivertree Wealth
Justin Hobbs is a CFP® professional with 11 years of industry experience. He currently works at Rivertree Wealth and has previously held roles at Cerity Partners LLC, Wealth Legacy Institute, and Boston Mountain Money Management, Inc. Rivertree Wealth serves individual and high-net-worth clients, providing discretionary investment management and standalone financial planning services. The firm uses a passive, risk-based investment approach grounded in modern portfolio theory and conducts regular portfolio reviews.
Shaun M
CFP®, Series 65
Gilbert, AZ
Rivertree Wealth
Shaun Mize is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Rivertree Wealth. He has two years of industry experience, including prior roles at Brighton Jones and nine years of service in the United States Air Force. Rivertree Wealth serves individual and high-net-worth clients with discretionary investment management and standalone financial planning services. The firm employs a risk-based, passive investment approach grounded in modern portfolio theory and conducts regular portfolio reviews.
Jacob D
CFP®, Series 65
Little Rock, AR
Rivertree Wealth
Jacob Duke is a CFP® and Series 65 credentialed financial advisor at Rivertree Wealth with seven years of industry experience. He previously worked at Applied Capital LLC for five years and Argent Financial Group, Inc. for three years. Rivertree Wealth serves individual and high-net-worth clients by providing discretionary investment management and standalone financial planning services. The firm’s investment approach centers on modern portfolio theory and passive management through diversified, risk-based allocations, with regular portfolio reviews and integration of held-away retirement accounts.
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