DS

Dustin Heath Stanley

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
459 clients
Average Client Portfolio
$686K average
Assets Under Management
$315.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

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
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

4403 S Thompson St, Ste 1, Springdale, AR, 72764

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Dustin is involved in several real estate ventures, including ReModern Homez, LLC, Roma Properties, New Wave Ventures, LLC, and Toro Properties, LLC. He also manages NWA Pizza LLC (Papa John's) and Guapo Management, LLC, and sells fixed insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
New Wave Wealth Advisors
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2022 - September 2023 · 1 yr 3 mos
Sowell Management
April 2019 - December 2022 · 3 yrs 8 mos
Arvest Wealth Management
April 2010 - April 2019 · 9 yrs
Arvest Wealth Management Broker
September 2009 - April 2019 · 9 yrs 7 mos
Banc of America Investment Services, INC.Broker
September 2007 - September 2009 · 2 yrs
State Registrations4 states
ARLATXWY
Advisor
Exams
No exam information available for this advisor.