Matthew Potter
WhiteRock Wealth Design · Fayetteville, Arkansas
Matthew Potter is a fee-only financial advisor at WhiteRock Wealth Design in Fayetteville, Arkansas. Matthew 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 6962305 |
| Exams passed | Series 66 (2018) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.whiterockwealthdesign.com |
How Matthew'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 Matthew
Is Matthew Potter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, WhiteRock Wealth Design, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Potter based?
Matthew Potter is based in Fayetteville, Arkansas.
What does Matthew specialize in?
Matthew's specialties include retirement planning.
Is Matthew Potter registered with the SEC?
Yes. Matthew Potter is registered as an investment adviser representative in AR and TX (CRD 6962305), 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 Matthew Potter?
Through Matthew'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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