Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management are negotiable and based on total assets under management. These fees are paid monthly in advance. You are also responsible for third-party fees such as custodian fees and transaction fees. Financial planning and consulting services are provided on a complimentary basis. Retirement plan consulting fees are negotiated separately.
Areas of Practice
Advisor Information
Office location
4403 S Thompson St, Ste 1, Springdale, AR, 72764
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kelly works as an Investment Specialist for New Wave Wealth Advisors, dedicating nearly full-time hours to providing administrative support for advisors. She also serves as an elected City Clerk for the City of Farmington, spending minimal time on tasks such as keeping meeting minutes and presenting financial reports.