Zeiser Wealth Management LLC

Updated today

Find your advisor

Client assets under management

$64,469,524

Clients

195

17% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very High

Average account size

$330,613

About

Zeiser Wealth Management LLC advises individuals, families, trusts, charitable organizations, foundations, and corporations, providing personalized financial planning and discretionary investment management. The firm offers comprehensive plans (including standalone planning), consulting engagements, and can allocate assets directly or through selected third‑party managers.

ZWM describes a disciplined, non‑emotional, formula‑driven investment process that combines quantitative, technical and fundamental analysis to favor holdings in confirmed uptrends and to use cash as an explicit risk‑management asset. Portfolios are typically managed on a discretionary basis under a Limited Power of Attorney, with daily tactical monitoring and the possible use of active trading, option writing, short sales, and margin when aligned with client objectives.

Distinctive aspects noted in the brochure include that certain ZWM professionals are separately licensed insurance agents who may receive commissions for insurance sales, a disclosed conflict of interest the firm addresses in its disclosures; the firm also delivers quarterly performance reports and client materials on a regular basis. The managing principal serves as Chief Compliance Officer with no direct supervisor, and the brochure explicitly discusses the firm’s use of margin and other borrowing in client accounts, a practice that is less common among peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Fixed fees for financial planning generally starting at $1,500; consulting fixed fees between $1,000 and $3,000

Percentage

0% to 2% per annum, negotiable based on account size, complexity, and strategy

Commissions

Insurance commissions received by licensed insurance agents affiliated with firm

Project-based

Consulting services hourly rate between $150 and $250

Other

Minimum fee: $1,500 minimum fee for comprehensive financial plans, may be waived Fee-only: Fixed fees for financial planning starting at $1,500; consulting fees hourly $150-$250 or fixed $1,000-$3,000; fees negotiable

Main office location

Zeiser Wealth Management LLC

1702 Malvern Avenue, Suite A

Hot Springs AR 71901, United States

Number of offices

Most active in

Arkansas · Louisiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

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

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 5015204534

Advisors at this firm

Jared Z

Series 63, Series 65

Hot Springs, AR

Zeiser Wealth Management LLC

Jared Zeiser is a financial advisor at Zeiser Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial Services and Triad Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent. Zeiser Wealth Management LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm employs a disciplined, formula-driven “Advance and Protect” process that integrates quantitative, technical, and fundamental analysis to manage portfolios and offers both discretionary management and stand-alone consulting.

Active portfolio management Options & derivatives strategies

Christal G

Series 63, Series 65

Fayetteville, AR

Zeiser Wealth Management LLC

Christal Green is a financial advisor with Zeiser Wealth Management LLC in Fayetteville, AR, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Zeiser Wealth Management since 2017 and previously at Triad Advisors, Inc. and LPL Financial LLC. Zeiser Wealth Management LLC provides personalized financial planning and investment management for individuals, families, trusts, charitable organizations, foundations, and corporations. The firm employs a disciplined, formula-driven “Advance and Protect” process that integrates quantitative, technical, and fundamental analysis to manage portfolios with both discretionary management and consulting services.

Active portfolio management Options & derivatives strategies

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.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support