Strongtower Wealth Management, Plc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
StrongTower Wealth Management is a team investment adviser that serves individuals (including high‑net‑worth clients), trusts, and charitable organizations with discretionary portfolio management and financial planning services. The firm manages accounts using mutual funds, ETFs, and individual securities, and for qualified clients may provide access to private or alternative investments.
The firm’s investment approach is built on a base of Modern Portfolio Theory with practical adjustments, periodic rebalancing, and an internal review process that seeks lower‑cost mutual fund share classes and, when requested, values‑based (Biblical) screens. It operates as the sponsor and portfolio manager of a wrap‑fee program and manages client accounts on a discretionary basis with trade execution and custody directed to Charles Schwab; household accounts may be combined for fee breakpoint calculations and the firm uses a stated account minimum in onboarding.
Notable features include an affiliation with an accounting practice and staff who are separately licensed as CPAs, independent insurance agents, or tax preparers, which enables coordinated tax and accounting referrals but also creates potential conflicts of interest. Sponsoring its own wrap‑fee program rather than relying solely on outside managers is relatively uncommon for similar‑sized team firms and affects how the firm bundles advisory, trading, and custody services into an all‑in arrangement.
Client services
Expertise
Fee options
Financial planning fees range from $125 to $2,500, possibly fixed or subscription-based, negotiable depending on complexity and client needs
Certain persons providing advice are licensed insurance agents and may receive commissions for selling insurance products, separate from advisory fees
Financial planning fees may be charged as a monthly subscription fee, negotiable depending on circumstances
Account minimum: $200,000 Minimum fee: Minimum monthly fee of $200.00, which can be waived or decreased at advisor discretion
Main office
450 W. Grand Ave
Hot Springs AR 71901
Advisors at this office
4
Most active in
Arkansas · Florida · Louisiana · Michigan · Mississippi · Nebraska · Oklahoma · 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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Advisors at this firm
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