AR · Hot Springs

Fiduciary advisors in Hot Springs, AR

1 advisor with offices in Hot Springs. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Hot Springs

Phoenix Rising Wealth Management

Hot Springs, Arkansas

Phoenix Rising Wealth Management is a fee-only fiduciary firm founded in 2007 by Katrina Robertson, a CDFA® practitioner with an accounting degree and nearly two decades of experience. The firm provides investment management, financial planning, and retirement planning services, including specialized guidance for clients navigating divorce through its Certified Divorce Financial Analyst credential. Operating as a DBA of Black Knight Wealth Management with securities offered through Charles Schwab, the firm emphasizes a personalized approach aligned to individual risk tolerance, goals, and values without accepting commissions or outside compensation.

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Financial advisors in Hot Springs, Arkansas

Advisors serving Hot Springs specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Arkansas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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