Finding a Top Financial Advisor Firm in Fayetteville, Arkansas
Finding the right financial advisor can be an arduous process. But SmartAsset has simplified your search by determining the top Fayetteville financial advisor firms. Below, we detail what types of accounts and specialities each firm offers, how much an account costs with each firm and other key information. You can also use the SmartAsset financial advisor matching tool which will match you with up to three advisors in your area.
|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Cabana Asset Management Find an Advisor||$1,339,945,562||No set account minimum|| || |
Minimum AssetsNo set account minimum
|2||Greenwood Gearhart, Inc. Find an Advisor||$603,614,317||$500,000|| || |
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How We Found the Top Financial Advisor Firms in Fayetteville, Arkansas
To find the top financial advisors in Fayetteville, Arkansas, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
Cabana Asset Management
Cabana Asset Management, the top-rated financial advisory firm in Fayetteville, has no account minimum, giving various tiers of investors the option of opening an account. This fee-based firm works with many different types of clients, including individuals, high-net-worth individuals trusts, estates, businesses, charitable organizations and pension and profit-sharing plans.
There are two certified public accountants (CPAs) on the firm’s advisory team. If you open an account with this firm, you may be offered supplementary insurance policies with your portfolio. While this could result in possible commissions for your advisor — creating a potential conflict of interest — the firm is a fiduciary required to act in your best interest at all times.
Cabana Asset Management Background
Founded in 2008, Cabana Asset Management is a subsidiary of The Cabana Group, LLC, a Delaware limited liability company owned by parent company CI Financial, Inc.
The financial planning services this firm provides are comparable to those offered by most firms, though the firm’s services become more targeted as it learns about your unique financial situation. This firm’s services include:
- Retirement planning
- Cash flow analysis
- Portfolio analysis
- Investment planning
- Estate planning
- Insurance review
- Education savings
Cabana Asset Management Investment Strategy
Depending on your financial objectives, Cabana Asset Management will place your assets in one of its model portfolios, which include several target drawdown portfolios. To manage risk and keep clients' asset allocations within a given portfolio's predetermined drawdown percentage, the firm developed its proprietary Cyclical Asset Reallocation Algorithm (CARA). The algorithm uses a combination of fundamental and technical data to help determine economic conditions.
The investment types the firm chooses to place its clients’ funds in will shift depending on which model portfolio a client has been assigned to. The investments the firm uses range from bonds to equities to mutual funds to exchange-traded funds (ETFs).
Greenwood Gearhart, Inc.
Greenwood Gearhart, another Fayetteville-based firm, works primarily with individuals and high-net-worth individuals. The firm also serves charities, pension and profit-sharing plans.
Greenwood Gearhart typically requires clients keep at least $500,000 in assets under its management or pay a minimum annual fee of $5,000. Two of the firm's advisors have the certified financial planner (CFP) designation, while another is a chartered financial analyst (CFA).
Greenwood Gearhart Background
Greenwood Gearhart has been providing financial advisory services for nearly 40 years. Mary Ann Greenwood established it in 1982 but has since moved on from the firm.
Its services include financial planning, general investment management and corporate retirement planning. More specifically, it also offers clients trust and IRA strategy management, employee benefit package review, financial organization, individual retirement planning, compliance monitoring and more.
Greenwood Gearhart Investment Strategy
To ensure that its final investment decisions will likely benefit a client’s account, Greenwood Gearhart takes an extremely thoughtful look across all securities to find the best options. This involves not only an evaluation of the company in question, but also of the current overall market and industry outlook.
In general, investments that show long-term potential are the ones that Greenwood Gearhart gravitates toward. The firm's investment strategy seeks to provide a balance between traditional cash-flowing companies and 21st Century "new economy" companies that are foward looking.