Ipsen Advisor Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$900⁠-⁠$5,000

“As a fixed fee, typically ranging from $900 to $5,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of up to $600 per hour All financial planning fees are due in advance, upon execution of your agreement with us.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ipsen Advisor Group bills

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

• “Fees for pension consulting services are generally payable monthly in advance.”
• “Clients may elect to be invoiced directly for fees or to authorize us to directly debit fees from client accounts.”
• “Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar month.”

How Ipsen Advisor Group’s fees compare

• Its flat or project fee of $900-$5,000 spans the Arkansas median of $3,600. 39% of the 23 other Arkansas planners that publish a flat or project fee charge less.
• 2 of the 7 other planners in Little Rock that publish a flat or project fee charge less.

About Ipsen Advisor Group

• Firm size: 5 employees.
• Founded: 2021 (5 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

1.5% a year

Clients

337

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$236,098,593

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

318010

Website

ipsenadvisorgroup.com (opens in new tab)

Phone

(501) 614-4700

Can advise clients in 9 states: Arkansas, Arizona, Florida, Georgia, Kentucky, Louisiana, Ohio, Tennessee, Texas

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
• Clientfirst Wealth Management, LLCLittle Rock$4,800/yr
• Corkern & Co., Inc.Little Rock$275/hr
• Daniel Financial Group, Inc.Little Rock$150/hr

Compare all 27 planners in Little Rock