Active
FAMILY LEGACY PLANNING
Investment Advice|BENTONVILLE, AR
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$135.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 132.1M |
| Non-Discretionary | 3.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 294277 |
| SEC Number | 801-130790 |
| Street Address | 1003 SE 14TH ST. |
| Street Address 2 | STE 15 |
| Location | BENTONVILLE, AR 72712 |
| Country | United States |
| Phone | (479) 273-3040 |
| Total Employees | 3 |
| Business Types | insurance_broker |
Client Count by Type (325 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 271 |
| High Net Worth Individual… | 35 |
| Pension/Profit Sharing Pl… | 18 |
| Corporations/Businesses | 1 |
Community Partners
CITY OF BELLA VISTA
CITY OF BENTON
CITY OF BENTONVILLE
CITY OF CAMMACK VILLAGE
CITY OF CAVE SPRINGS
CITY OF CENTERTON
CITY OF DECATUR
CITY OF GARFIELD
CITY OF GENTRY
CITY OF GRAVETTE
CITY OF HASKELL
CITY OF JOHNSON
CITY OF LITTLE FLOCK
CITY OF LOWELL
CITY OF PEA RIDGE
CITY OF ROGERS
CITY OF SILOAM SPRINGS
CITY OF SULPHUR SPRINGS
CITY OF TULL
COUNTY OF BENTON
CITY OF BELLA VISTA
CITY OF BENTON
CITY OF BENTONVILLE
CITY OF CAMMACK VILLAGE
CITY OF CAVE SPRINGS
CITY OF CENTERTON
CITY OF DECATUR
CITY OF GARFIELD
CITY OF GENTRY
CITY OF GRAVETTE
CITY OF HASKELL
CITY OF JOHNSON
CITY OF LITTLE FLOCK
CITY OF LOWELL
CITY OF PEA RIDGE
CITY OF ROGERS
CITY OF SILOAM SPRINGS
CITY OF SULPHUR SPRINGS
CITY OF TULL
COUNTY OF BENTON
CITY OF BELLA VISTA
CITY OF BENTON
CITY OF BENTONVILLE
CITY OF CAMMACK VILLAGE
CITY OF CAVE SPRINGS
CITY OF CENTERTON
CITY OF DECATUR
CITY OF GARFIELD
CITY OF GENTRY
CITY OF GRAVETTE
CITY OF HASKELL
CITY OF JOHNSON
CITY OF LITTLE FLOCK
CITY OF LOWELL
CITY OF PEA RIDGE
CITY OF ROGERS
CITY OF SILOAM SPRINGS
CITY OF SULPHUR SPRINGS
CITY OF TULL
COUNTY OF BENTON
Municipal Government
27 Active
27
Organizations
BEAVER WATER DISTRICT
BENTON CO REG SOLID WASTE MGMT DIST
BENTON COUNTY CONSERVATION DISTRICT
BENTON COUNTY PROPERTY OWNERS IMP. DIST. 2
BENTON COUNTY PROPERTY OWNERS IMP. DIST. 7
BENTON COUNTY WATER AUTHORITY NO 4
BENTON COUNTY WATER DISTRICT 1 PUBLIC WATER AUTHORITY
BENTON-WASHINGTON REGIONAL PUBLIC WATER AUTHORITY
CAVE SPRINGS MUNICIPAL PROP. OWNERS IMP. DIST. 3
CAVE SPRINGS MUNICIPAL PROP. OWNERS IMP. DIST. 4
CENTERTON MUNICIPAL PROPERTY OWNERS IMP. DIST. 2
CENTERTON MUNICIPAL PROPERTY OWNERS IMP. DIST. 3
CENTERTON MUNICIPAL PROPERTY OWNERS IMP. DIST. 4
CENTRAL ARKANSAS WATER
CRYSTAL FIRE PROTECTION DISTRICT 24
DECATUR CITY HOUSING AUTHORITY
DEPARTEE CREEK WATERSHED IMPROVEMENT DISTRICT
GABRIEL PARK IMPROVEMENT DISTRICT
GATEWAY PUBLIC WATER AUTHORITY
LITTLE ROCK WATER RECLAMATION AUTHORITY
BEAVER WATER DISTRICT
BENTON CO REG SOLID WASTE MGMT DIST
BENTON COUNTY CONSERVATION DISTRICT
BENTON COUNTY PROPERTY OWNERS IMP. DIST. 2
BENTON COUNTY PROPERTY OWNERS IMP. DIST. 7
BENTON COUNTY WATER AUTHORITY NO 4
BENTON COUNTY WATER DISTRICT 1 PUBLIC WATER AUTHORITY
BENTON-WASHINGTON REGIONAL PUBLIC WATER AUTHORITY
CAVE SPRINGS MUNICIPAL PROP. OWNERS IMP. DIST. 3
CAVE SPRINGS MUNICIPAL PROP. OWNERS IMP. DIST. 4
CENTERTON MUNICIPAL PROPERTY OWNERS IMP. DIST. 2
CENTERTON MUNICIPAL PROPERTY OWNERS IMP. DIST. 3
CENTERTON MUNICIPAL PROPERTY OWNERS IMP. DIST. 4
CENTRAL ARKANSAS WATER
CRYSTAL FIRE PROTECTION DISTRICT 24
DECATUR CITY HOUSING AUTHORITY
DEPARTEE CREEK WATERSHED IMPROVEMENT DISTRICT
GABRIEL PARK IMPROVEMENT DISTRICT
GATEWAY PUBLIC WATER AUTHORITY
LITTLE ROCK WATER RECLAMATION AUTHORITY
BEAVER WATER DISTRICT
BENTON CO REG SOLID WASTE MGMT DIST
BENTON COUNTY CONSERVATION DISTRICT
BENTON COUNTY PROPERTY OWNERS IMP. DIST. 2
BENTON COUNTY PROPERTY OWNERS IMP. DIST. 7
BENTON COUNTY WATER AUTHORITY NO 4
BENTON COUNTY WATER DISTRICT 1 PUBLIC WATER AUTHORITY
BENTON-WASHINGTON REGIONAL PUBLIC WATER AUTHORITY
CAVE SPRINGS MUNICIPAL PROP. OWNERS IMP. DIST. 3
CAVE SPRINGS MUNICIPAL PROP. OWNERS IMP. DIST. 4
CENTERTON MUNICIPAL PROPERTY OWNERS IMP. DIST. 2
CENTERTON MUNICIPAL PROPERTY OWNERS IMP. DIST. 3
CENTERTON MUNICIPAL PROPERTY OWNERS IMP. DIST. 4
CENTRAL ARKANSAS WATER
CRYSTAL FIRE PROTECTION DISTRICT 24
DECATUR CITY HOUSING AUTHORITY
DEPARTEE CREEK WATERSHED IMPROVEMENT DISTRICT
GABRIEL PARK IMPROVEMENT DISTRICT
GATEWAY PUBLIC WATER AUTHORITY
LITTLE ROCK WATER RECLAMATION AUTHORITY
Special District
29 Active
29
Organizations
BENTONVILLE SCH DIST 6
DECATUR SCH DIST 17
FAYETTEVILLE PS
GENTRY SCH DIST 19
GRAVETTE SCH DIST 20
NWA CLASSICAL ACADEMY
PEA RIDGE SCH DIST 109
PREMIER HIGH SCHOOL OF LITTLE ROCK
PREMIER HIGH SCHOOL OF SPRINGDALE
ROGERS SCH DIST 30
SILOAM SPGS SCH DIST 21
BENTONVILLE SCH DIST 6
DECATUR SCH DIST 17
FAYETTEVILLE PS
GENTRY SCH DIST 19
GRAVETTE SCH DIST 20
NWA CLASSICAL ACADEMY
PEA RIDGE SCH DIST 109
PREMIER HIGH SCHOOL OF LITTLE ROCK
PREMIER HIGH SCHOOL OF SPRINGDALE
ROGERS SCH DIST 30
SILOAM SPGS SCH DIST 21
BENTONVILLE SCH DIST 6
DECATUR SCH DIST 17
FAYETTEVILLE PS
GENTRY SCH DIST 19
GRAVETTE SCH DIST 20
NWA CLASSICAL ACADEMY
PEA RIDGE SCH DIST 109
PREMIER HIGH SCHOOL OF LITTLE ROCK
PREMIER HIGH SCHOOL OF SPRINGDALE
ROGERS SCH DIST 30
SILOAM SPGS SCH DIST 21
School District
11 Active
11
Organizations
08 WICKED STIX SOFTBALL
100 BLACK MEN OF GREATER LITTLE ROC
10 20 PROJECT
10 TALENTS INTERNATIONAL
11809 HINSON ROAD OWNERS ASSOC INC
12 FOR 12 MENS PRAYER NETWORK CORP
1836 CLUB ON CANTRELL INC
189 AW Chiefs Council
18 WHEELS MATTER
1910 ADVENTURES
1ST AND FINAL CALLS
250 EFFECT
2ND CHANCE MINI-RANCH EQUINE RESCUE & REHABILITATION CENTER
2ND MILK INC
3R K-9 SEARCH FOUNDATION INC
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUB AND AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
08 WICKED STIX SOFTBALL
100 BLACK MEN OF GREATER LITTLE ROC
10 20 PROJECT
10 TALENTS INTERNATIONAL
11809 HINSON ROAD OWNERS ASSOC INC
12 FOR 12 MENS PRAYER NETWORK CORP
1836 CLUB ON CANTRELL INC
189 AW Chiefs Council
18 WHEELS MATTER
1910 ADVENTURES
1ST AND FINAL CALLS
250 EFFECT
2ND CHANCE MINI-RANCH EQUINE RESCUE & REHABILITATION CENTER
2ND MILK INC
3R K-9 SEARCH FOUNDATION INC
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUB AND AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
08 WICKED STIX SOFTBALL
100 BLACK MEN OF GREATER LITTLE ROC
10 20 PROJECT
10 TALENTS INTERNATIONAL
11809 HINSON ROAD OWNERS ASSOC INC
12 FOR 12 MENS PRAYER NETWORK CORP
1836 CLUB ON CANTRELL INC
189 AW Chiefs Council
18 WHEELS MATTER
1910 ADVENTURES
1ST AND FINAL CALLS
250 EFFECT
2ND CHANCE MINI-RANCH EQUINE RESCUE & REHABILITATION CENTER
2ND MILK INC
3R K-9 SEARCH FOUNDATION INC
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUB AND AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
5516 Active
5516
Organizations
Community Partners117 organizations
CITY OF BENTON
Municipal Government·BENTON
CITY OF BENTONVILLE
Municipal Government·BENTONVILLE
CITY OF CAVE SPRINGS
Municipal Government·CAVE SPRINGS
CITY OF CENTERTON
Municipal Government·CENTERTON
CITY OF DECATUR
Municipal Government·DECATUR
CITY OF GENTRY
Municipal Government·GENTRY
CITY OF GRAVETTE
Municipal Government·GRAVETTE
CITY OF JOHNSON
Municipal Government·FAYETTEVILLE
CITY OF LITTLE FLOCK
Municipal Government·ROGERS
CITY OF ROGERS
Municipal Government·ROGERS
CITY OF SILOAM SPRINGS
Municipal Government·SILOAM SPRINGS
CITY OF SULPHUR SPRINGS
Municipal Government·SULPHUR SPRINGS
CITY OF TULL
Municipal Government·BENTON
COUNTY OF BENTON
Municipal Government·BENTONVILLE
COUNTY OF SALINE
Municipal Government·BENTON
TOWN OF GATEWAY
Municipal Government·GATEWAY
TOWN OF SPRINGTOWN
Municipal Government·GENTRY
BEAVER WATER DISTRICT
Special District·LOWELL
BENTON COUNTY CONSERVATION DISTRICT
Special District·BENTONVILLE
BENTON COUNTY PROPERTY OWNERS IMP. DIST. 2
Special District·ROGERS
BENTON COUNTY PROPERTY OWNERS IMP. DIST. 7
Special District·ROGERS
BENTON COUNTY WATER AUTHORITY NO 4
Special District·ARKANSAS
CAVE SPRINGS MUNICIPAL PROP. OWNERS IMP. DIST. 3
Special District·FAYETTEVILLE
CAVE SPRINGS MUNICIPAL PROP. OWNERS IMP. DIST. 4
Special District·FAYETTEVILLE
CENTERTON MUNICIPAL PROPERTY OWNERS IMP. DIST. 2
Special District·BENTONVILLE
CENTERTON MUNICIPAL PROPERTY OWNERS IMP. DIST. 3
Special District·LITTLE ROCK
CENTERTON MUNICIPAL PROPERTY OWNERS IMP. DIST. 4
Special District·CENTERTON
CENTRAL ARKANSAS WATER
Special District·LITTLE ROCK
CRYSTAL FIRE PROTECTION DISTRICT 24
Special District·LITTLE ROCK
DECATUR CITY HOUSING AUTHORITY
Special District·DECATUR
DEPARTEE CREEK WATERSHED IMPROVEMENT DISTRICT
Special District·FAYETTEVILLE
GABRIEL PARK IMPROVEMENT DISTRICT
Special District·FAYETTEVILLE
GATEWAY PUBLIC WATER AUTHORITY
Special District·GATEWAY
LITTLE ROCK WATER RECLAMATION AUTHORITY
Special District·LITTLE ROCK
LOST BRIDGE VILLAGE WATER AND SEWER IMPROVEMENT DISTRICT 12
Special District·GARFIELD
PEA RIDGE WATER UTILITIES
Special District·PEA RIDGE
SALEM SEWER IMPROVEMENT DISTRICT 10
Special District·BENTON
SILOAM SPRINGS HOUSING AUTHORITY
Special District·SILOAM SPRINGS
SILOAM SPRINGS MUNICIPAL PROP. OWNERS IMP. DIST. 1
Special District·FAYETTEVILLE
TALAMORE-STONEBRIAR SUBN RD IMP. DIST. 8
Special District·BENTONVILLE
NWA CLASSICAL ACADEMY
School District·BENTONVILLE
PREMIER HIGH SCHOOL OF LITTLE ROCK
School District·LITTLE ROCK
PREMIER HIGH SCHOOL OF SPRINGDALE
School District·SPRINGDALE
08 WICKED STIX SOFTBALL
Nonprofit Organization·Springdale
100 BLACK MEN OF GREATER LITTLE ROC
Nonprofit Organization·LITTLE ROCK
10 20 PROJECT
Nonprofit Organization·LITTLE ROCK
10 TALENTS INTERNATIONAL
Nonprofit Organization·BENTONVILLE
11809 HINSON ROAD OWNERS ASSOC INC
Nonprofit Organization·Little Rock
12 FOR 12 MENS PRAYER NETWORK CORP
Nonprofit Organization·Little Rock
1836 CLUB ON CANTRELL INC
Nonprofit Organization·LITTLE ROCK
189 AW Chiefs Council
Nonprofit Organization·Little Rock
18 WHEELS MATTER
Nonprofit Organization·Bentonville
1910 ADVENTURES
Nonprofit Organization·BENTONVILLE
1ST AND FINAL CALLS
Nonprofit Organization·Little Rock
250 EFFECT
Nonprofit Organization·LITTLE ROCK
2ND CHANCE MINI-RANCH EQUINE RESCUE & REHABILITATION CENTER
Nonprofit Organization·Benton
2ND MILK INC
Nonprofit Organization·SPRINGDALE
3R K-9 SEARCH FOUNDATION INC
Nonprofit Organization·Rogers
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton
4-H CLUB AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fayetteville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fayetteville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pea Ridge
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Gentry
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bentonville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fayetteville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Little Rock
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton
4H DECATUR CLUB
Nonprofit Organization·Decatur
514 ARKANSAS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·FAYETTEVILLE