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Hannah Stanley

9 Years of Experience
BrokerSells Insurance

Hannah Stanley is a registered investment advisor at Dmk Advisor Group, INC., based in Springdale, AR, with 9 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 298 clients with $84M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
298 clients
Average Client Portfolio
$283K average
Assets Under Management
$84.5M

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.25%
$500K - $750K2.00%
$750K - $1.0M1.75%
$1.0M - $1.3M1.50%
$1.3M+1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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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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Other Business ActivitiesSells Insurance

Hannah is the owner/manager of New Wave Ventures, LLC, a holding company, and a managing member of Toro Properties, LLC, a rental property. She also works as a fixed insurance agent and is a registered representative with DMK Advisor Group, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Dmk Advisor Group, INC.Broker
April 2024 - Present · 2 yrs
Dmk Advisor Group, INC.
April 2024 - Present · 2 yrs
New Wave Wealth Advisors
October 2022 - Present · 3 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2021 - December 2023 · 2 yrs
Sowell Management
April 2019 - December 2022 · 3 yrs 8 mos
M. S. Howells & CO.Broker
April 2019 - December 2021 · 2 yrs 8 mos
Arvest Wealth Management
May 2016 - April 2019 · 2 yrs 11 mos
Arvest Wealth ManagementBroker
May 2016 - April 2019 · 2 yrs 11 mos
State Registrations5 states
ARFLLATXWY
AdvisorBrokerBoth

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.