Firm
Five8 Financial LLC
Rogers, Arkansas
Fee-only
Five8 Financial LLC at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 2 individual clients, 1 of them high net worth.
- Its average account is about $586,000 (assets it manages divided by its 8 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Rogers, Arkansas |
|---|---|
| Website | five8financial.com |
| [email protected] | |
| Phone | (479) 278-4489 |
Five8 Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our tiered advisory fees begin at 1.25% of assets under management and tier down." source
"Our advisory relationships are often a strong fit for clients with $500,000 or more in investable assets." source
"Our tiered advisory fees begin at 1.25% of assets under management and tier down." 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 1 |
| High-net-worth clients | 1 |
| Accounts managed | 8 |
| Employees | 2 |
| Financial planning | Offered |
| Form ADV filed | May 19, 2026 |
| SEC record | CRD 339260 |