Kristina Kathleen Bolhouse
KB
CFP · PFS
Kristina Kathleen Bolhouse
KB
CFP · PFS

Kristina Bolhouse

24 Years of Experience
Little Rock, AR

Kristina Bolhouse is a CFP, PFS-designated registered investment advisor at The Arkansas Financial Group, INC., based in Little Rock, AR, with 24 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 367 clients with $970M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
367 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$971.1M

Fee Structure

Planning is charged separately
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $125K0.90%
$125K - $250K0.65%
$250K - $500K0.47%
$500K - $1.0M0.34%
$1M+0.25%

AFG’s investment advisory fee is negotiable at its discretion. Clients in the Young Professional/Physician in Training program may pay lower fees.

Fee Estimator
Your Portfolio Value
$500K
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Contact

Kristina Kathleen Bolhouse
KB
Kristina Bolhouse

Location

1001 N. University, Suite 200, Little Rock, AR, 72207

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History

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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Employment History
Current Registrations
The Arkansas Financial Group, INC.
January 2002 - Present · 24 yrs 3 mos
State Registrations2 states
ARTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

Kristina's background includes 4 years as an auditor for Ernst & Young, followed by another 6 years with a regions CPA firm in the tax and financial planning area.  This strong tax and audit background is complemented by her business partner, Rick Adkins, whose background is the insurance industry.  Dr. Ralph Broadwater also has an extensive background with physcian issues.

Kristina Kathleen Bolhouse
KB
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Kristina Bolhouse