3 Best Financial Services in Little Rock, AR

Expert-recommended Top 3 Financial Services in Little Rock, Arkansas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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APTUS FINANCIAL

2 Van Circle, Suite 4,
Little Rock, AR 72207 Directions

Since 2011

Specialty:

Cash Flow Management Risk Management Financial Planning Tax-Efficient Account Optimization Asset Allocation Student Loan Management Debt Reduction Retirement Planning and Withdrawal Strategies Estate Planning

2026 Highlights: Aptus Financial provides flat-fee, advice-only, unbiased financial planning that addresses your unique needs and goals. They help you self-manage your investments, simply and effectively. They reduce financial stress in the workplace and help your employees reach their retirement goals. Sarah Catherine Gutierrez is the founder, partner and CEO of Aptus Financial. She is a Certified Financial Planner®, Certified Retirement Planning Specialist® and Investment Advisor Representative. Aptus Financial collaborates closely outside of meetings, so you benefit from the team's collective expertise and wisdom. Their goal is to educate you and demystify financial planning and investing.

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License CRD #280033

Price:

Enhanced Comprehensive Plan $5,000
Comprehensive Plan $3,700
Financial Guidance Per Month $205
Extensive Support For Business Practice Owner $335

Contact:

(501) 907-1993

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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RIVERTREE WEALTH

415 N McKinley Street, Suite 1047,
Little Rock, AR 72205 Directions

Since 2024

Specialty:

Financial Planning Social Security Optimization Investment Management Estate Planning Tax Planning Income Planning Roth Conversions Retirement Planning

2026 Highlights: Rivertree Wealth believes in comprehensive planning and thoughtful investing, and their process is personalized and intentional. Jacob Duke is the founder and Lead Advisor of Rivertree Wealth. He completed his Finance degree and Masters of Business Administration at Louisiana Tech University and has worked at an independent RIA. His goal is to guide his clients to and through retirement with clarity and confidence. He holds Certified Financial Planner™ credential. Rivertree Wealth creates crafted estate plans in the most tax-efficient manner providing you peace of mind.

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License CRD #329595

Price:

Annual Advisory Fee 1.00%
For First $500,000
Annual Advisory Fee 0.90%
From $500,001
Upto $1,000,000
Annual Advisory Fee 0.75%
From $1,000,001
Upto $3,000,000
Annual Advisory Fee 0.50%
From $3,000,001
Upto $10,000,000
Annual Advisory Fee 0.25%
Over $10,000,000

Contact:

(501) 500-0893

Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 12pm
Sat & Sun: Closed

TBR® Inspection Report:

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GENWEALTH FINANCIAL ADVISORS

900 South Shackleford Road, Suite 605,
Little Rock, AR 72211 Directions

Since 2005

Specialty:

Financial planning Investment management Retirement planning Tax planning Estate planning Life Insurance

2026 Highlights: GenWealth Financial Advisors help people to navigate the challenges in their financial life. They offer insights and advice for life’s most important money decisions as your dedicated partner. Their experienced professionals focus on monitoring the market and making intelligent decisions for your benefit. Their team has extensive qualifications, including Certified Financial Planner® (CFP) certification. GenWealth Financial Advisors' primary goal is to build and carry out a strategy that helps move you closer to your financial goals.

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License CRD #144979

Contact:

(501) 217-8031

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: