Fiduciary advisors in Little Rock, AR

Little Rock, Arkansas

Capital Rock Wealth Management in Little Rock offers investment management, retirement planning, and tax strategy services founded on the principle that financial plans should be individualized rather than formulaic. Led by Brad, a CFP® professional with prior experience managing institutional assets, the firm operates on a fiduciary basis and conducts a discovery process that examines clients' goals, financial situation, and existing accounts before recommending customized portfolios and addressing tax efficiency. The firm accepts clients with no minimum asset requirements and provides ongoing advisory support, with Kate Price serving as Director of Operations to manage client relationships and operational execution.

Little Rock, Arkansas

Innovations Financial, based in Little Rock, Arkansas, provides financial planning, retirement income planning, investment management, estate planning, and insurance services to individuals, families, business owners, and retirees. The firm operates through a data-driven three-step process of assessment, planning, and ongoing management, with Norman Hall, CPFA, bringing over 32 years of experience in investment strategy, retirement planning, and wealth preservation. The firm serves business owners with specialized resources including retirement plan setup guidance and serves clients across Arkansas seeking personalized financial strategies aligned with their goals and risk tolerance.

Little Rock, Arkansas

Insurance-Based

Northwestern Mutual - Little Rock is an insurance-based firm in Little Rock, Arkansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Little Rock, Arkansas

Olympus Wealth Strategies, founded in 2025 by CFP® and Certified Private Wealth Advisor® John Sidery, is an independent fiduciary advisory firm in Little Rock offering retirement planning, asset management, estate tax strategies, and comprehensive wealth management. The firm charges assets-under-management fees (percentage-based, varying by portfolio size) and uses Charles Schwab as custodian. John holds a Bachelor of Arts in Economics and brings over a decade of experience serving high-net-worth individuals, families, and business owners.

Little Rock, Arkansas

Rivertree Wealth is a fee-only fiduciary firm in Little Rock, Arkansas that provides retirement planning, investment management, tax planning, income planning, Social Security optimization, and estate planning services. The firm serves clients aged 50 and older with at least $1 million in retirement assets across 26 states, managing over $179 million in assets for more than 100 clients. Rivertree operates on a fully remote basis and uses Charles Schwab or Fidelity as custodians, with a stated planning methodology called RetirementOS that incorporates tax efficiency and the client's personal objectives throughout the planning process.