Round Table Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$400/hr

“For initial financial planning and consulting services, Round Table Financial will charge an hourly fee ranging from $150 - $400 per hour to be billed upon completion of the contracted services.”

Annual fee

$1,750⁠-⁠$20,000/yr

“Annual financial planning and consulting fees generally range between $1,750 and $20,000 per year.”

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

How Round Table Financial bills

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

• “Fees are payable quarterly in arrears or in advance (as negotiated).”
• “Fees will be prorated for the first partial quarter.”
• “Fees and fee payment arrangements are negotiable depending on factors such as the amount of assets under management, the range of investments, and the complexity of your financial circumstances, among others.”

How Round Table Financial’s fees compare

• Its hourly rate of $150-$400 spans the Arkansas median of $225. 79% of the 34 other Arkansas planners that publish an hourly rate charge less.
• 8 of the 13 other planners in Little Rock that publish an hourly rate charge less.
• Its annual fee of $1,750-$20,000 spans the Arkansas median of $8,438. 57% of the 7 other Arkansas planners that publish an annual fee charge less.
• 1 of the 2 other planners in Little Rock that publish an annual fee charge less.

About Round Table Financial

• Firm size: 3 employees.
• Registered as an adviser: 2020 (6 years).

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

Clients

26

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$45,600,578

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

307113

Website

rtfinancial.us (opens in new tab)

Phone

(501) 500-0105

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