Firm
Eagle Valley Wealth Management
Vilonia, Arkansas
Fee-only
Facts
| Based in | Vilonia, Arkansas |
|---|---|
| Website | eaglevalleywealth.com |
| Phone | (501) 733-4921 |
Eagle Valley Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"$1,000/quarter ($4,000/year)" source
"With no asset minimums, the goal is to serve everyone with a simple and transparent fee." source
"$1,000/quarter ($4,000/year)" source
"unlike traditional AUM models, our ongoing fee is flat" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 2 |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 335026 |