Daniel Robards
WhiteRock Wealth Design · Fayetteville, Arkansas
Daniel Robards is a fee-only financial advisor at WhiteRock Wealth Design in Fayetteville, Arkansas. Daniel focuses on retirement planning. WhiteRock Wealth Design reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | WhiteRock Wealth Design |
|---|---|
| Based in | Fayetteville, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $632.9M across 1,892 accounts |
| SEC registration | Investment adviser representative in AR, TX · CRD 8008342 |
| Exams passed | Series 66 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.whiterockwealthdesign.com |
How Daniel's firm compares
- WhiteRock Wealth Design's average account is about $335,000, from its Form ADV (assets managed divided by 1,892 accounts).
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Questions about Daniel
Is Daniel Robards a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and WhiteRock Wealth Design reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, WhiteRock Wealth Design, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Robards based?
Daniel Robards is based in Fayetteville, Arkansas.
What does Daniel specialize in?
Daniel's specialties include retirement planning.
Is Daniel Robards registered with the SEC?
Yes. Daniel Robards is registered as an investment adviser representative in AR and TX (CRD 8008342), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WhiteRock Wealth Design manage?
WhiteRock Wealth Design reports $632.9M across 1,892 accounts in assets under management.
How do I contact Daniel Robards?
Through Daniel's website, www.whiterockwealthdesign.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- WhiteRock Wealth Design website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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