Veach Family Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$129,759,850
Clients
191
Advisors
2
of 4 employees
About
Veach Family Financial serves individuals (including high-net-worth households), pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized investment management and related financial planning services such as retirement, education, cash flow, and estate planning. The firm operates on a fee-only basis and manages client assets on a discretionary basis through qualified custodians.
The firm’s investment approach centers on strategic asset allocation with passively managed funds as core holdings and a globally diversified mix of no-load mutual funds and ETFs, with individual securities used occasionally or at client direction. Portfolios are governed by written advisory agreements, reviewed at least quarterly, and can be tailored to client risk tolerances or restrictions; limited-scope hourly planning is also offered.
Distinctive for a supported firm, Veach Family Financial is affiliated by common ownership and shared office space with an accounting/tax firm, and a principal allocates a portion of time to that related tax business, which can enable closer coordination between tax and investment planning. The firm is a small, two-advisor team managing roughly $134 million for about 190 client households and uses institutional custody and trading services through Schwab.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.00% $250,000 - $500,000: 0.90% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.60% $3,000,000 - $4,000,000: 0.50% $4,000,000 - $5,000,000: 0.40% $5,000,000+: 0.30%
$200 per hour for limited scope planning engagements
Account minimum: $250,000 Minimum fee: $2,000 annually (negotiable) Fee-only: Fees are negotiable; firm is fee-only and does not accept commissions or finder's fees
Main office
8412 Counts Massie Road
North Little Rock AR 72113
Advisors at this office
2
Most active in
Arkansas · Florida · Louisiana · Texas
Also doing business as
Craft, Veach & Company, Plc · Independent Financial Advisors, Inc. · Veach Family Financial
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.
Quick links
Advisors at this firm
Andrew V
Series 65
North Little Rock, AR
Veach Family Financial
Andrew Veach is a financial advisor at Veach Family Financial in North Little Rock, AR, holding a Series 65 designation with seven years of industry experience. He has worked at Independent Financial Advisors, Inc. since 2022 and Applied Capital LLC since 2018. Prior to his advisory roles, he was employed at Spirotherm from 2012 to 2018. Veach Family Financial provides personalized, fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $130 million for around 180 client households, employing a strategic asset allocation approach centered on passively managed mutual funds and ETFs, with global diversification and occasional use of individual securities or limited option strategies.
Clifford V
PFS™, Series 63
North Little Rock, AR
Veach Family Financial
Clifford Veach Jr. is a financial advisor at Veach Family Financial with 30 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to his current firm, he worked at Applied Capital LLC and has owned Independent Tax Services, Inc., a CPA firm providing tax planning and preparation for individuals and small businesses. Veach Family Financial serves individuals, including high-net-worth households, trusts, small businesses, and nonprofit organizations with personalized investment management and financial planning services. The firm employs a fee-only, discretionary management approach focused on strategic asset allocation and globally diversified, passively managed funds.
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