Five8 Financial LLC fees and pricing

Financial planner in Rogers, Arkansas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 30, 2026, Five8 Financial LLC charges an annual fee of $1,200⁠-⁠$6,250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $1,200⁠-⁠$6,250/yr; “F8F may waive the financial planning fees if portfolio management services are included in the engagement. 4 Financial Planning Fee Fixed Fee $1,200-$6,250 Annual Retainer Fee $1,200-$6,250 The final fee schedule will be memorialized in the client’s advisory agreement.”

Payment and refund terms, quoted from the fee section of the brochure.

“Clients may terminate the agreement without penalty for a full refund of F8F's fees within five business days of signing the Investment Advisory Contract.”

Its annual fee of $1,200-$6,250 is below the Arkansas median of $8,438. 14% of the 7 other Arkansas planners that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 2
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $4,689,462
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 339260
Website: five8financial.com (opens in new tab)
Phone: (479) 278-4489

Can advise clients in 2 states: Arkansas, Kansas

Is something on this page wrong or out of date?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.