Rivertree Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“A.​ We are compensated for our investment management services primarily by fees charged based on a client’s assets under management with us.​ ​ For clients that do not wish to engage us to provide ongoing investment management services, we alternatively offer financial planning services on an hourly basis at $250…”

Flat or project fee

$2,500⁠-⁠$12,000

From the same sentence as above.

Annual fee

$12,000/yr

“C.​ The asset-based fee schedule above could be subject to a minimum annual fee of $12,000 per year, payable in quarterly increments of $3,000..”

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

How Rivertree Wealth bills

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

• “Fees are deducted in arrears on a quarterly basis from clients’ assets and based upon the average daily market value of such assets managed by RW during the prior calendar quarter.”
• “Alternatively, clients may elect to pay RW’s fees via check or third-party electronic payment processor.”

How Rivertree Wealth’s fees compare

• Its hourly rate of $250 is above the Arkansas median of $225. 53% of the 34 other Arkansas planners that publish an hourly rate charge less.
• 5 of the 13 other planners in Little Rock that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$12,000 spans the Arkansas median of $3,600. 87% of the 23 other Arkansas planners that publish a flat or project fee charge less.
• 4 of the 7 other planners in Little Rock that publish a flat or project fee charge less.
• Its annual fee of $12,000 is above the Arkansas median of $8,438. 86% of the 7 other Arkansas planners that publish an annual fee charge less.
• 2 of the 2 other planners in Little Rock that publish an annual fee charge less.

About Rivertree Wealth

• Firm size: 6 employees.
• Registered as an adviser: 2025.

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

2% a year

Minimum

$12,000 minimum fee (stated in brochure)

Clients

167

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$143,107,874

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

329595

Website

rivertreewealth.com (opens in new tab)

Phone

(501) 500-0893

Can advise clients in 12 states: Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Louisiana, Maryland, North Carolina, Texas, Virginia

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