Financial advisors for retirement planning in Arkansas
Which financial advisor should I talk to about retirement planning in Arkansas?
For retirement planning in Arkansas, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Nicola Cyr of Five8 Financial LLC, James Ashby of Mustard Seed Wealth Management and Edward Mahaffy of ClientFirst Wealth Management, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Nicola Cyr Five8 Financial LLC, Rogers Holds the CFP and EA. Fees on file: percentage of assets.
- James Ashby Mustard Seed Wealth Management, Magnolia Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Edward Mahaffy ClientFirst Wealth Management, LLC, Little Rock Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Shaun Mize Rivertree Wealth, Little Rock Holds the CFP. Fees on file: percentage of assets.
- Jessica Hillman Do Wealth Different, Bentonville Holds the CFP. Fees on file: one-time planning fee.
- Brad Smith CapRock Wealth Management, Little Rock Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Arkansas work on retirement planning?
The Wellspent public graph lists 27 fee-only advisors for retirement planning in Arkansas, at 14 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for retirement planning in Arkansas located?
Of the 27 fee-only advisors for retirement planning in Arkansas, 10 are in Little Rock, followed by 7 in Fayetteville and 4 in Rogers.
Plus 3 in other cities.
How do fee-only advisors for retirement planning in Arkansas charge?
The most common fee among fee-only advisors for retirement planning in Arkansas is a percentage of assets, used by 93% of the 27 with fees on file. Many use more than one: 48% charge fixed fees and 26% charge by the hour.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP, EA and CPA. In Arkansas, 33% of the 27 advisors listed hold the CFP.
- CFP33% in Arkansas
- The CFP covers income, tax, insurance, and estate decisions together.
- EA4% in Arkansas
- Enrolled agents help with Roth conversions and withdrawal order.
- CPA4% in Arkansas
- CPAs help with the tax side of withdrawals.
How do Arkansas advisors for retirement planning compare with the rest of the US?
26% of fee-only advisors for retirement planning in Arkansas charge by the hour, compared with 45% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Arkansas. Light bars are all US advisors for retirement planning.
Does Arkansas tax Social Security?
No. Arkansas doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Arkansas?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Arkansas tax each source of my retirement income?
How current is this list of fee-only advisors for retirement planning in Arkansas?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Edward Mahaffy | ClientFirst Wealth Management, LLC | Little Rock | CFP, ChFC, MBA | Percentage of assets, Ongoing planning fee |
| Nicola Cyr | Five8 Financial LLC | Rogers | CFP, EA | Percentage of assets |
| Brad Smith | CapRock Wealth Management | Little Rock | CFP, MBA | Percentage of assets, Hourly |
| James Ashby | Mustard Seed Wealth Management | Magnolia | CFP, CPA | Percentage of assets, Hourly |
| Jessica Hillman | Do Wealth Different | Bentonville | CFP | One-time planning fee |
| Lanita Wheetley | Aurelius Family Office | Jonesboro | CFP | Percentage of assets, Fixed fees |
| Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. | Not listed | Bentonville | CFP | Percentage of assets, Flat fee or retainer |
| Jacob Duke | Rivertree Wealth | Little Rock | CFP | Percentage of assets |
| Shaun Mize | Rivertree Wealth | Little Rock | CFP | Percentage of assets |
| Michael Tyler | Eagle Valley Wealth Management | Vilonia | CFA | Flat fee or retainer, Ongoing planning fee |
| Carrie Carr | ARIA Wealth Management | Little Rock | Not listed | Percentage of assets, Hourly |
| Colin Leighton | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Ryan Mendoza | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Scott Bennington | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Charles Boling | Global Wealth Management | Little Rock | Not listed | Percentage of assets, Hourly |
| Charles Boling | Global Wealth Management | Little Rock | Not listed | Percentage of assets, Hourly |
| Christopher Morgan | Gilliland Jeter Wealth Management | Little Rock | Not listed | Percentage of assets |
| Joseph Gilliland | Gilliland Jeter Wealth Management | Little Rock | Not listed | Percentage of assets |
| Matthew Jeter | Gilliland Jeter Wealth Management | Little Rock | Not listed | Percentage of assets |
| Katrina Robertson | Phoenix Rising Wealth Management | Hot Springs | Not listed | Percentage of assets, Hourly |
| Abigail Rycraw | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Andrew Whitbeck | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Daniel Robards | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Davis Cain | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Meekins | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Matthew Potter | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Robert Wilkinson | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
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