Edward Mahaffy
ClientFirst Wealth Management, LLC · Little Rock, Arkansas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $302.8M across 105 accounts |
| Credentials | CFP · ChFC · MBA |
| SEC registration | Investment adviser representative in AR, TX · CRD 1259126 |
| Exams passed | Series 63 (1984) · Series 65 (1995) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | clientfirstwm.com |
| Profile |
How Edward's firm compares
- Ongoing planning starts at $4,800 a year, in line with the US median of $4,500 for fee-only firms that publish prices.
- ClientFirst Wealth Management, LLC's average account is about $2.9 million, from its Form ADV (assets managed divided by 105 accounts).
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Questions about Edward
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- ClientFirst Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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