Zeiser Wealth Management LLC
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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
Expertise
Fee options
Fixed fees for financial planning generally starting at $1,500; consulting fixed fees between $1,000 and $3,000
0% to 2% per annum, negotiable based on account size, complexity, and strategy
Insurance commissions received by licensed insurance agents affiliated with firm
Consulting services hourly rate between $150 and $250
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
See office1702 Malvern Avenue, Suite A
Hot Springs AR 71901
Advisors at this office
1
Offices (2)
Most active in
Arkansas · Louisiana · Texas
Also doing business as
Zeiser Wealth Management LLC · Zickford Wealth Management LLC
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.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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.
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.
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