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:
-
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.
-
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.
Quick links
Advisors at this firm
Andrew V
Series 65
North Little Rock, AR
Veach Family Financial
Andrew Veach is a Series 65-licensed financial advisor with seven years of industry experience. He is currently affiliated with Veach Family Financial and has prior experience at Independent Financial Advisors, Inc. and Applied Capital LLC. Veach Family Financial provides personalized investment management and financial planning services to individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with passive funds as core holdings, offers discretionary asset management, and maintains coordination with an affiliated accounting and tax firm.
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.
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”)