Firm
WhiteRock Wealth Design
Fayetteville, Arkansas
Fee-only
WhiteRock Wealth Design at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 7 advisors are listed here.
- Its Form ADV reports 8 employees and 731 individual clients, 173 of them high net worth.
- Its average account is about $335,000 (assets it manages divided by its 1,892 accounts).
Facts
| Based in | Fayetteville, Arkansas |
|---|---|
| Website | whiterockwealthdesign.com |
| Phone | (479) 439-5550 |
WhiteRock Wealth Design fees
WhiteRock Wealth Design doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $633 million |
| Individual clients | 558 |
| High-net-worth clients | 173 |
| Accounts managed | 1,892 |
| Employees | 8 |
| Planning clients | 0 |
| Registered with | The SEC (801-136429) |
| Financial planning | Offered |
| Form ADV filed | August 28, 2026 |
| SEC record | CRD 342236 |