Kristy Harrell
Uniting Wealth Partners · Rogers, Arkansas
Kristy Harrell is a fee-only financial advisor at Uniting Wealth Partners in Rogers, Arkansas. Uniting Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Uniting Wealth Partners |
|---|---|
| Based in | Rogers, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $934.6M across 2,337 accounts |
| SEC registration | Investment adviser representative in AR · CRD 2463967 |
| Exams passed | Series 63 (1994) · Series 66 (2003) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | unitingwealthpartners.com |
How Kristy's firm compares
- Uniting Wealth Partners's average account is about $400,000, from its Form ADV (assets managed divided by 2,337 accounts).
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Questions about Kristy
Is Kristy Harrell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristy holds no broker registration, and Uniting Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristy charge for financial advice?
Kristy's firm, Uniting Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kristy Harrell based?
Kristy Harrell is based in Rogers, Arkansas.
Is Kristy Harrell registered with the SEC?
Yes. Kristy Harrell is registered as an investment adviser representative in AR (CRD 2463967), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Uniting Wealth Partners manage?
Uniting Wealth Partners reports $934.6M across 2,337 accounts in assets under management.
How do I contact Kristy Harrell?
Through Kristy's website, unitingwealthpartners.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
- 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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