Stoffel Financial Advisor's, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stoffel Financial Advisors provides financial planning to individuals, trusts and retirement plans, with a stated focus on retirement-income planning for clients within about five to ten years of their target retirement date and those already retired. Services are delivered on flat‑fee or hourly terms and plans are tailored based on a client’s net worth, goals and risk tolerance.
The firm does not maintain client custodial accounts or exercise discretionary portfolio management; instead it typically recommends an "Income for Life Model," a time‑segmented distribution strategy, and emphasizes broad diversification. Recommendations may include illiquid investments such as non‑traded REITs and annuities, and plan reviews are provided at the client’s request or under the signed engagement.
Advisors are also registered representatives of LPL Financial and act as agents for insurance companies through that relationship, so implementation frequently involves brokerage or insurance commissions and may be limited to transacting through LPL unless alternative authorization is provided. The firm conducts educational seminars and workshops (sometimes sponsored by product providers) and, notably, does not provide direct portfolio management or charge percentage‑of‑AUM fees, instead relying on standalone planning engagements.
Client services
Expertise
Demographic focus
Fee options
Flat fee financial planning based on net worth: $500 to $1,500
$0 - $250,000: $500 flat fee $250,001 - $999,999: $1,000 flat fee $1,000,000+: $1,500 flat fee
Advisors may receive commissions on insurance and securities sales through LPL Financial
$250.00 per hour
Fee-only: Flat fees based on net worth: $500 to $1,500; Hourly rate: $250/hour
Main office
1519 S. Bowman Rd., Suite H
Little Rock AR 72211
Advisors at this office
1
Most active in
Arkansas
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)