Clientfirst Wealth Management, LLC fees and pricing
Financial planner in Little Rock, Arkansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 27, 2026, Clientfirst Wealth Management, LLC charges an annual fee of $4,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $4,800/yr
“The fee for financial planning services typically starts at $4,800 per year, billed in monthly installments, and charged monthly in arrears, except as noted below.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clientfirst Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For the initial year of the financial planning relationship only, one-half of the annual financial planning fee is charged in advance.”
- “After the initial year, financial planning fees are billed monthly in arrears.”
- “In no instance will more than $1,200 be collected more than six months in advance.”
How Clientfirst Wealth Management, LLC’s fees compare
- Its annual fee of $4,800 is below the Arkansas median of $8,438. 29% of the 7 other Arkansas planners that publish an annual fee charge less.
- None of the 2 other planners in Little Rock that publish an annual fee charge less.
About Clientfirst Wealth Management, LLC
“Asset Management Services ClientFirst provides fee-only asset management services, providing ongoing investment advice and monitoring of securities holdings based on the individual needs of the client.”
- Firm size: 4 employees.
- Founded: 2002 (24 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.48% a year
- Clients
- 54
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $302,840,183
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 120286
- Phone
- (501) 603-0406
Other planners in Little Rock that publish fees
- Advanced Retirement Solutions, Inc.Little Rock$150/hr, $250-$2,500
- Brown Capital Management, LLCLittle Rock$200/hr
- Caprock Wealth ManagementLittle Rock$350/hr, $2,500-$30,000
- Corkern & Co., Inc.Little Rock$275/hr
- Daniel Financial Group, Inc.Little Rock$150/hr
- Ethos Capital Group, LLCLittle Rock$400/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.