Financial advisors for a healthy retirement
Retirement Planning » Financial Advisors » Fayetteville, AR

Financial Advisors Fayetteville, AR

Latest update: August 17, 2021

Population213,475
State Income Tax6.50%
Median Home Price$251,659
City Sales Tax9.75%

Fayetteville, the third-largest city in Arkansas, was recently designated the fourth-best place to live by U.S. News & World Report.

Find a financial advisor in Fayetteville, AR

With its close proximity to Walmart headquarters, Fayetteville is a financial hub with a large number of financial planners and investment firms from which to choose. In addition, Fayetteville’s population and economy are growing, yet taxes and home values remain low, making it an excellent location to retire. If you are looking for a financial advisor in Fayetteville, here is a shortlist of viable prospects.

Find a financial advisor that fits your needs
WhiteRock Wealth Design logo

WhiteRock Wealth Design

  • Assets Managed: $153.1 Billion
  • Minimum Assets: N/A

WhiteRock Wealth Design touts itself as a small company with the resources of a large corporation. This firm takes a team approach to financial advising giving customized and attentive financial advice. Services include financial, education and retirement planning as well as banking and lending solutions with no investment minimums.

Read Review
Greenwood Gearhart logo

Greenwood Gearhart

  • Assets Managed: $512.9 Million
  • Minimum Assets: N/A

This company is an independent, boutique firm with over 35 years of experience. Greenwood Gearhart employees must commit to three values in order to work at this firm: putting clients first, increasing client’s portfolios before increasing employee compensation and working alongside clients in market investments. The firm has no parent company nor shareholders and does not set any quarterly targets or sales goals for its staff so that the Greenwood Gearhart experience is a client-friendly one.

Read Review
Paradigm Advisors LLC logo

Paradigm Advisors LLC

  • Assets Managed: $43.4 Million
  • Minimum Assets: N/A

Paradigm Advisors, LLC provides financial planning and investment management with no asset minimums. This firm states the goals of objectivity, transparency, integrity and providing the most sound advice on the market for clients. Paradigm Advisors takes a holistic approach to each client so customers should be prepared to discuss goals, life plans, student loans, net worth, insurance, debt repayment, savings goals, employee benefits, retirement plans, tax strategy and estate planning with advisors.

Read Review
WealthPath Investment Advisors logo

WealthPath Investment Advisors

  • Assets Managed: $437 Million
  • Minimum Assets: N/A

This company, with several offices in Arkansas and one in Falls Church, Virginia, works with foundations, businesses and families to navigate financial decisions. Both a boutique collective fund manager and an investment advisory firm, WealthPath Investment Advisors offers investment planning, tax management, risk-based portfolios, retirement plans and proprietary third-party asset management services. WealthPath Investment Advisors emphasize data-driven decisions and use tested procedures and formulas in its investment planning.

Read Review
Cabana logo

Cabana

  • Assets Managed: $1.3 Billion
  • Minimum Assets: N/A

Cabana centers on long-term goals and risk management while advising clients. This firm serves small businesses and large institutions alike. What sets Cabana apart is the development of a proprietary algorithm called Cyclical Asset Reallocation Algorithm, or CARA, which aims to remove difficult emotions from investing.

Read Review

Financial Advisor Reviews Fayetteville, AR


WhiteRock Wealth Design

WhiteRock is a small finance team that gives tailored and attentive financial advice in the hopes of providing the same resources as a large corporation. This firm offers several services, including banking and lending solutions, education planning, financial planning and retirement planning. WhiteRock Wealth Design takes a team approach to financial planning, encouraging its staff to be good listeners in order to create highly personalized wealth management plans. Rather than a one-size-fits-all approach, WhiteRock Wealth Design provides its customers with a handful of recommendations for clients to choose from. Once clients settle on a plan, WhiteRock Wealth Design chooses investment vehicle types while considering the needs, goals and risk tolerance of each customer.

In addition to the slate of traditional financial planning services, WhiteRock Wealth Design customers can take advantage of several lending options, including mortgages, corporate and commercial real estate loans, securities-based lending and margin accounts. WhiteRock Wealth Design customers can monitor their portfolios through the Client Access portal.

WhiteRock Wealth Design
Assets Managed $153.1 Billion
Minimum Assets N/A
Number of Advisors 5
Fee Structure Varies
Address 2566 E Joyce Blvd
Suite 2
Fayetteville, AR 72703

Greenwood Gearhart

One of Northwest Arkansas’ largest independent investment advisory firms, Greenwood Gearhart has clients in 32 states. A boutique investment firm in business for over 35 years, Greenwood Gearhart asks that its employees adhere to three principles, including placing client interests above their own, only increasing compensation when client portfolios increase and making all personal and public market investments alongside those of the clients.

Greenwood Gearhart has no parent company, no quarterly profit targets, no sales goals and no shareholders, creating a client-centric experience for its investors. Greenwood Gearhart offers several services, including investment management, financial planning and corporate retirement plans. Greenwood Gearhart’s investment management services include equity and fixed income management, fee-only fully discretionary advice, proprietary research, trusts, 401(k)s, IRAs, concentrated stock and education strategies. Financial planning services include family goals assessment, retirement planning, philanthropic planning, estate planning and benefit package reviews. Corporate retirement plans include 401(k) and profit-sharing plans, turnkey plans, employee education and compliance monitoring.

Greenwood Gearhart
Assets Managed $512.9 Million
Minimum Assets N/A
Number of Advisors 12
Fee Structure Fee-Only
Address 26 E. Center Street
Fayetteville, AR 72702

Paradigm Advisors, LLC

The investment literature for Paradigm Advisors commits to objectivity, integrity and transparency in order to provide the most sound advice possible to its customers. Services include comprehensive financial planning and investment management. With no minimum investment, Paradigm Advisors suggests clients begin financial planning now, no matter what point the client is at in their career. Paradigm Advisors’ investment approach is a long-term one that aims to keep costs low, diversify, rebalance often and put faith in asset allocation.

Although Paradigm has offices in Fayetteville and Dallas, it works with clients all over the world. Paradigm Advisors believes in a comprehensive approach to investment. Because of that, Paradigm Advisors may discuss a variety of topics with each client, including personal goals, life plans, student loans, net worth, insurance, debt repayment, savings goals, employee benefits, retirement plans, tax strategy and estate planning.

Comprehensive financial planning involves an annual fee that starts at $5,000 and may be reduced for higher asset levels. Clients may choose to pay the fee monthly or quarterly. There is a charge on the first $500,000 invested of 0.75% per annum, paid quarterly. This amount may be reduced on larger portfolios.

Paradigm Advisors, LLC
Assets Managed $43.4 Million
Minimum Assets N/A
Number of Advisors 3
Fee Structure Fee-Only
Address 102 E. Sunbridge Drive
Suite 2
Fayetteville, AR 72703

WealthPath Investment Advisors

Headquartered in Rogers, Arkansas, with additional offices in Fayetteville, Little Rock and Falls Church, Virginia, WealthPath Investment Advisors helps families, foundations and businesses alike navigate investment decisions. WealthPath Investment Advisors is both an investment advisory firm and a boutique collective fund manager with thousands of investors. Services include investment planning, tax management, risk-based portfolios, retirement plans and proprietary third-party asset management.

This firm believes in data-driven decisions and makes investment decisions based on procedures and formulas. WealthPath Investment Advisors offers five Smart Risk Portfolio choices to each client. This company primarily invests in low-cost, indexed mutual funds or ETFs in an effort to reduce costs to each client. In order to increase tax efficiency, WealthPath Investment Advisors suggests holding positions in the account over an entire year and then opting to pay the lower, long-term capital gains tax rate. This firm also maximizes tax efficiency by investing in mutual bonds and participating in tax-loss harvesting. All client accounts are held by third-party custodians Fidelity Investments or Charles Schwab, and customers have 24-hour online access to their portfolios.

WealthPath Investment Advisors
Assets Managed $437 Million
Minimum Assets N/A
Number of Advisors 10
Fee Structure Fee-Based
Address 18 W. Colt Square Drive
Fayetteville, AR 72703

Cabana

Founded in 2007, Cabana combines financial services, legal counsel, retirement plans and wealth management services for individuals, small businesses and large institutions. Cabana believes in making long-term goals and risk management the focal point for investment planning. In 2008, Cabana developed its own proprietary algorithm called Cyclical Asset Reallocation Algorithm, or CARA. This algorithm removes the emotion from investing and is built off the Nobel Prize-winning theory of modern portfolio theory. CARA was designed to limit losses during market downturns and shelter investors from risks while they still remain active in up markets. This algorithm drives all decision-making at Cabana portfolios. Cabana offers seven different portfolios designed to meet the needs of a variety of investors. These portfolios have a maximum loss during adverse market conditions from 5% to 20%.

In addition to portfolio services and investments, Cabana also offers tax preparation and planning. To investors with assets over $250,000, this company also offers Cabana Black, a private hedge fund with a strong focus on risk minimization and loss prevention. For those who wish to discuss retirement, Cabana’s plans include 401(k)s, profit-sharing, 403(b)s, 457s, IRAs, SEPs, defined benefit plans and non-qualified deferred compensation plans.

Cabana
Assets Managed $1.3 Billion
Minimum Assets N/A
Number of Advisors 8
Fee Structure Varies
Address 220 S. School Ave
Fayetteville, AR 72701

Conclusion

When choosing a financial advisor it’s important to do your homework. We recommend speaking with at least three advisors and preparing a list of questions to ensure you have explored all options and know what to expect.

We researched the best advisors in Fayetteville, AR with options for all situations and compiled our list to include all the criteria crucial when making a decision. We’ve included professionals that serve clients of all asset levels.

Fayetteville, AR Financial Advisors
Company Assets Managed Minimum Assets Fee Structure
WhiteRock Wealth Design $153.1 Billion N/A Varies
Greenwood Gearhart $512.9 Million N/A Fee-Only
Paradigm Advisors, LLC $43.4 Million N/A Fee-Only
WealthPath Investment Advisors $437 Million N/A Fee-Based
Cabana $1.3 Billion N/A Varies

We believe everyone deserves to make thoughtful, informed purchase decisions. As a result, we provide our buyers guides and local guides free for consumers.

We may receive compensation from our partners. However, Retirement Living independently researches companies, and the compensation we receive does not affect the analysis of our staff or the opinions of our subject matter experts. The subject matter experts mentioned in our guides have specific knowledge or credentials in their field.

Retirement Living will not include companies on our guides that do not meet our quality standards. The compensation we receive from our partners may impact how and where companies appear on our site, including the order in which they appear.

Retirement Living independently researches companies, and we use editorial discretion to award companies with special recognition (i.e. Best Value) based on our staff's judgement or subject matter expert's judgement. We do this to help you identify companies that will meet your specific buying needs, and we do not receive compensation for these designations.

Additionally, Retirement Living is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com, amazon.ca, or amazon.co.uk.

couple on the beach enjoying retirement Want exclusive content and tips on retirement planning?