Shaun Mize
Rivertree Wealth · Little Rock, Arkansas
Shaun Mize is a fee-only financial advisor at Rivertree Wealth in Little Rock, Arkansas, who holds the CFP credential. Shaun charges a percentage of assets (1% 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
- Pre-retirees
Facts
| Firm | Rivertree Wealth |
|---|---|
| Based in | Little Rock, Arkansas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $143.1M across 671 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 7846162 |
| Exams passed | Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.rivertreewealth.com |
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Questions about Shaun
Is Shaun Mize a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shaun holds no broker registration, and Rivertree Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shaun charge for financial advice?
Shaun charges a percentage of assets.
How much does Shaun charge?
According to Rivertree Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Shaun work with clients virtually?
Yes. Rivertree Wealth says on its website that it works with clients remotely.
Where is Shaun Mize based?
Shaun Mize is based in Little Rock, Arkansas.
What does Shaun specialize in?
Shaun's specialties include retirement planning, tax planning and estate & legacy planning. Shaun works with pre-retirees.
What credentials does Shaun Mize hold?
Shaun Mize holds the CFP credential.
Is Shaun Mize registered with the SEC?
Yes. Shaun Mize is registered as an investment adviser representative in AZ and TX (CRD 7846162), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rivertree Wealth manage?
Rivertree Wealth reports $143.1M across 671 accounts in assets under management.
How do I contact Shaun Mize?
Through Shaun's website, www.rivertreewealth.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
- Rivertree Wealth 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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