Expertise.com
2024

Last updated:

Best Financial Advisors in Fayetteville

Our Recommended Top 13

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Fayetteville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

31

Reviewed

23

Curated

13

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Fayetteville, AR
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Fayetteville, AR

Why choose this provider?

Need help contacting a Financial Advisor in Fayetteville? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
26 East Center Street, Fayetteville, AR 72701
  • Retirement Planning
  • Finance Planning
  • Wealth Management

Why choose this provider?

Greenwood Gearhart is a fiduciary investment advisory firm that serves individuals and business owners in Fayetteville and the surrounding communities. Composed of a team of Certified Financial Planners and Chartered Financial Analysts, the firm provides a comprehensive range of wealth management services that encompass life insurance needs, corporate benefits, estate plans, portfolio management, and retirement plans. They currently manage approximately $750 million worth of assets. Its other available services are accounting services and financial concierge.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3425 North Futrall Drive Suite 201, Fayetteville, AR 72703
  • CFA Charterholder

Why choose this provider?

Stephens is a financial services company that assists individuals and businesses in Fayetteville. The independent advisory firm creates financial plans and strategies, with an aim to help clients preserve, grow, and transfer assets. Its team of financial advisors also offers advice on life, disability, and property insurance. In addition, they conduct risk management assessments for companies. Stephens is headed by Warren A. Stephens, who has been the company's president since 1986 and chairman since 2005. He is also the Arkansas Arts Center Foundation Board's chair.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Facebook
4.9 / 5 (85)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2594 E. Joyce Blvd., Suite 1, Fayetteville, AR 72703
  • Tax Planning
  • Tax Preparation

Why choose this provider?

PRZ CPAs & Advisors is a certified public accounting firm that has been operating in Fayetteville since 1991. It advises and assists individuals and businesses with regard to tax, auditing and attestation, and bookkeeping and payroll. In addition to helping nonprofit organizations and construction contractors, its team of professionals works with new businesses in analyzing data and developing personalized strategies to get started. The firm also reviews and compiles financial statements. It handles payroll operations, tax returns, and virtual CFO services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
3.9 / 5 (11)
Facebook
5.0 / 5 (9)
Yelp
1.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3614 West Southern Hills Blvd. Suite 102, Rogers, AR 72758
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Lighthouse Financial assists clients in Fayetteville. Its wealth management service helps individuals and families meet their short-term and long-term financial goals. It involves planning out a budget and preparing for retirement with an income that can sustain needs throughout a client's golden years. The firm also handles estate planning, insurance, and setting up investment portfolios that suit a person's risk tolerance. Founder Lance Belline is a Certified Financial Planner with more than 20 years of industry experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (48)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6576 Lynch's Prairie Cove Suite A, Springdale, AR 72762
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

The Point Financial Group is an advisory firm that serves Fayetteville clients. It aims to help them achieve their financial goals by providing wealth management services such as cash flow analysis, retirement accumulation, insurance planning, and estate and legacy planning. The firm also handles investment management, including cash and banking solutions and fixed-income securities. The Point Financial Group was established in 2001 by Jim Blount, a Certified Financial Planner. He serves as vice president of the Foundation Board of Directors of the Circle of Life Hospice.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
234 E Millsap Rd Ste 100, Fayetteville, AR 72703
  • Certified Financial Planner (CFP)

Why choose this provider?

Race A. Hobson, CFP®, ChFC®, is a financial advisor serving the Fayetteville area. Race specializes in working with business professionals in Northwest Arkansas, business owners, and medical professionals. He works with clients to help them articulate their vision of success, assess their current progress, and navigate their financial lives moving forward. To help clients attain financial stability, Race and his team provide retirement distribution planning, legacy planning, estate planning, investment portfolio management, life insurance planning and disability insurance planning.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
234 E Millsap Rd Ste 100, Fayetteville, AR 72703
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Northwestern Mutual is a financial planning firm with an office in Fayetteville that serves residents and businesses. Its staff assists clients in making personalized financial plans that account for factors like insurance, family education, retirement, and long-term care. The company also offers advisory services centered around investment strategies and small businesses. The company has an online toolset that allows clients to access their financial accounts and goal trackers. The National Association of Insurance and Financial Advisors awarded managing director Blake Kelley the Quality Award.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (11)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
310 West Dickson, Suite 220, Fayetteville, AR 72701
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Why choose this provider?

Paradigm Advisors, LLC, offers investment management and financial planning services in Fayetteville. The company's clientele includes dual-career household family members aged 30 to 40 who are earning at least $250,000. The firm offers financial advice to parents with school-age children in preparing for their college education, while planning for their own retirement. Its advisors also accommodate established executive officers or directors in understanding employer benefits options. Team member Michelle Underwood Gass holds certifications as CFP, CPA, and RLP.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
220 S. School Ave., Fayetteville, AR 72701
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Cabana is a group of financial professionals serving clients in Fayetteville. Its service starts with a portfolio analysis to ensure alignment with a client's risk number. From there, the team creates and monitors budgets, determines the right amount of insurances, and formulates a retirement map. Cabana was established in 2007 through the efforts of Chadd Mason and Louis Shaff. In 2018, the firm was recognized by the Financial Advisor Magazine as the number one fastest-growing registered investment adviser in the U.S.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5305 Village Parkway, #5, Rogers, AR 72758
  • Retirement Planning

Why choose this provider?

Wealthpath Investment Advisors is a company that helps people throughout Fayetteville metro with financial risk management. Among its services are retirement plan design and advisory, tax-efficient and risk-based portfolio analysis, private wealth planning, and proprietary third-party asset management solutions. Founded in 2011, the company has since utilized the resources of Pensionmark, a fiduciary retirement plan network with billions in advised assets. Its professional advisors collaborate to assist clients by incorporating the latest technology, research, and tools into their practice while staying current on market conditions.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (16)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6325 Ranch Dr, Little Rock, AR 72223
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Why choose this provider?

Prime Capital Investment Advisors helps determine financial goals and investment opportunities in Fayetteville. It provides consultancy for insurance services, financial planning and safety, and estate and tax discussions. The company also assists participants in choosing retirement plans through third-party vendors, investment firms, and technology providers and offering companies and its employees' financial wellness solutions via data analytics, employee education, and financial coaching. Prime Capital Investment Advisors has practiced a client-centered goal since 1985.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (99)
Google
5.0 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is fee-only financial planning in Fayetteville?

    In Fayetteville, fee-only financing means that a financial advisor or planner is paid solely by the fees offered by clients. There are no commissions or kickbacks received from other players in the money sector, like banks and insurance corporations. This makes the advisor more independent and less likely to give advice that is biased toward or against a particular provider.

  • How much money must a newlywed couple in Fayetteville place in the emergency fund?

    The emergency fund of a newlywed couple in Fayetteville has to cover three to six months' worth of living expenses. This is to cover any unforeseen expenses, like sudden illnesses, getting laid off, or drastic car repairs. The period should be enough for the couple to find their footing again and start earning again.

  • Why should newlywed couples in Fayetteville place money in term life insurance policies?

    Term life insurance policies in Fayetteville allow partners to build up funds for a later date. While whole-life assurance policies exist and are good for preserving the inheritance of a couple’s heirs, term life plans are cheaper and more efficient if the cash will be needed before the insured party passes away.

  • Why are index funds useful in Fayetteville even if these products don't beat the market?

    Index funds in Fayetteville are useful because even if they don't beat the market, they bring a lot of diversity and stability to the table. These are passive investments across a wide selection of stocks across the whole stock market, so a downturn in one sector of the market won't drastically devalue the whole fund.

  • Why would investors in Fayetteville go for mutual funds instead of manually managing stocks?

    Mutual funds in Fayetteville require less direct involvement to manage because these are essentially stock portfolios handled by a manager who works to grow the money on the investor's behalf. Diversification is usually built into the plan and the assets are easily convertible to cash. The client foregoes potential earnings from micromanaging each share, however.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.