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Arkansas Retirement Consultants

(14)

Happy
Questions

“Everyone in the office is so welcoming and Matt has done a fantastic job helping and keeping me informed.”

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Cornerstone Capital Management

(5)

Advisor

“I continue to feel that I can trust him with my life savings and that he will do all he can to ensure that my money is safely, wisely, and profitably invested.”

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Leek & Associates

(1)

“Thorough, helpful, and extremely professional.”

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Zeiser Wealth Management

(1)

“Jared has consistently grown my portfolio over the past 5 years.”

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Apex Asset Advisors

(1)

“We have consistently experienced great asset growth and professional service.”

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Bow Tie Wealth Management

(1)

“Bowtie takes excellent care of my portfolio, would highly recommend!”

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The 24 firms listed for Hot Springs, AR provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Hot Springs, AR

Of the 24 firms we list here, 9 are in Hot Springs itself and 15 come from towns including Little Rock (8, 43 mi), North Little Rock (4, 50 mi) and Hot Springs Village (1, 14 mi). 17 of the firms on this page have a rating, from 4.1 to 5.0 across 148 reviews; 16 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (4), estate planning (2) and retirement planning (2). 3 show a license on their websites and 1 has a BBB rating of A or A+. 17 have ten or more years of experience, the longest 31 years. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 20 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Hot Springs take financial planning bookings online?

7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Ouachita Financial Advisors

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Aspire Wealth Builders

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AIT Wealth Management

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Marriott Wealth Advisors

FAQs

What does this mean for my assets at Fidelity?

Because we will continue to custody through Fidelity, there will be little to no change in your custodian experience. Your account numbers will not change, your online access and functionality will not change, and your account features will remain in place.

How long will it take my assets to transition from the old firm to your new firm?

Once you sign the account forms and advisory agreement found in the welcome packet we send, we will submit a request them for processing. The transfer process usually takes 2-3 business days to complete.

How can I expect to view and access my assets once they transition to my new accounts?

You will be able to view your assets by utilizing the Client Login section of our website www.mwaretirement.com. Please do not use any previous bookmarks you may have made on your local computer. Once you log in, you will have the same type of access to all of your accounts and the ability to utilize services as you have been accustomed to. You can also install the Fidelity app on your mobile device to view your assets and account activity, and access certain services, such as depositing checks into your accounts.

Will my billing change?

After the account update is made at Fidelity, JW Cole will process a prorated refund for any fees collected for Q3. As an example, if your account moves 7/31, you will receive a refund for 8/1-9/30. This refund can take up to 6 weeks to reflect in the account. Going forward your fees will be deducted from your account on a monthly, in-advance, basis.

Will the way you manage money change in any way?

In most cases the core strategies we use to manage your assets will not change. Our investment management solutions are always specifically tailored to your risk parameters, timeline, and long-term objectives. What will improve, however, are certain capabilities, including our enhanced interactive financial planning, as well as broader access to more investment products and strategies, created by working in an open architecture environment.

You can find more answers to some of our most commonly asked questions on the FAQ page of our website.

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Genwealth Financial Advisors

(4)

“I have heard Austin on the radio a few times on the Get Ready for the Future Show.”

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Gemini Financial

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Lifesmart Financial

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Ifrah Financial Services

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Oak Crest Wealth Management

(20)

Meeting
Team
Knowledge

“Financial future isn't something anyone should take for granted - at 60 people are either dead or … make the right choice and invest today so when the inevitable time arrives you'll be grateful you took the time to invest in your future.”

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David Lukas Financial, David Lucas Financial

(20)

Team
Retirement
Options

“The processes and tools David has developed provided great detail of where we stood financially and how he would be able to put us on a path to meet our risk tolerances by diversification of current assets, and tax strategies that addressed the inevi...”

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Stephens

(5)

“Fantastic service and well explained risk.”

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Fiduciary Wealth Management

(4)

“The difference between his firm and other financial advisors in Little Rock is that he is a fiduciary, so he is legally required to give objective advice that is in your best interest.”

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Diamant Accounting

(8)

Efficient

“Diamant accounting is very professional and always available to answer any questions.”

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Bushong Accounting

(11)

Questions

“Tyler made the whole process of getting started so simple and once we got started I didn't have to do a thing while he sorted out my finances to make sure I'm making a maximized profit.”

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Aptus Financial

(2)

“I would highly recommend Aptus to anyone who is looking for a comprehensive, straight foward, financial plan that can be implemented and then followed for years without the pressure to buy investment products or have managed assets.”

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Cardinal Investment Group

(5)

“My Father was transitioning to a better place a David went above and beyond to access, protect, and maintain his financial portfolio that he had worked his whole life for”

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Retirement Advisors of Arkansas

(1)

“A+ service and a wealth of knowledge!”

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Secure Financial Solutions

(1)

“My family is very pleased with the services he provides.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Hot Springs, AR

Arkansas Retirement Consultants

Cornerstone Capital Management

Leek & Associates

Zeiser Wealth Management

Apex Asset Advisors

Bow Tie Wealth Management

Area overview: Hot Springs, AR

Ouachita Financial Advisors

Aspire Wealth Builders

AIT Wealth Management

Marriott Wealth Advisors

Genwealth Financial Advisors

Gemini Financial

Lifesmart Financial

Ifrah Financial Services

Oak Crest Wealth Management

David Lukas Financial, David Lucas Financial

Stephens

Fiduciary Wealth Management

Diamant Accounting

Bushong Accounting

Aptus Financial

Cardinal Investment Group

Retirement Advisors of Arkansas

Secure Financial Solutions

Retirement Planning and Investment Management Services in Hot Springs, AR Cost Estimates

Why these companies made our list

More Financial Advisors in Arkansas

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