# Edward Mahaffy

> Edward Mahaffy is a fee-only financial advisor at ClientFirst Wealth Management, LLC in Little Rock, Arkansas, who holds the CFP, ChFC and MBA credentials. Edward charges a percentage of assets and an ongoing planning fee (ongoing planning from $4,800 a year and 0.48% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/edward-mahaffy/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** ClientFirst Wealth Management, LLC
- **Based in:** Little Rock, Arkansas
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $4,800 a year; 0.48% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $302.8M across 105 accounts
- **Credentials:** CFP, ChFC, MBA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1259126 (https://adviserinfo.sec.gov/individual/summary/1259126)
- **SEC registration:** Investment adviser representative in AR, TX
- **Exams passed:** Series 63 (1984), Series 65 (1995)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://clientfirstwm.com

## Frequently asked questions

### Is Edward Mahaffy a fee-only financial advisor?

Yes. Edward Mahaffy is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Edward's firm.

### How does Edward charge for financial advice?

Edward charges a percentage of assets and an ongoing planning fee.

### How much does Edward charge?

According to ClientFirst Wealth Management, LLC's website, checked October 28, 2026: ongoing planning from $4,800 a year; 0.48% a year on the first tier of assets managed.

### Where is Edward Mahaffy based?

Edward Mahaffy is based in Little Rock, Arkansas.

### What does Edward specialize in?

Edward's specialties include retirement planning, tax planning and estate & legacy planning. Edward works with retirees and pre-retirees.

### What credentials does Edward Mahaffy hold?

Edward Mahaffy holds the CFP, ChFC and MBA credentials.

### Is Edward Mahaffy registered with the SEC?

Yes. Edward Mahaffy is registered as an investment adviser representative in AR and TX (CRD 1259126), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does ClientFirst Wealth Management, LLC manage?

ClientFirst Wealth Management, LLC reports $302.8M across 105 accounts in assets under management.

### How do I contact Edward Mahaffy?

Through Edward's website, clientfirstwm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6342): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.clientfirstwm.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.