FA
CFP · ChFC
FA
CFP · ChFC

Fredrick Adkins

40 Years of Experience
Little Rock, AR

Fredrick Adkins is a CFP, ChFC-designated registered investment advisor at The Arkansas Financial Group, INC., based in Little Rock, AR, with 40 years of industry experience. Fredrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. 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
$0$500K$1M$5M$20M
Estimated Annual Fee
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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.
May 1985 - Present · 40 yrs 11 mos
Previous Registrations
Financial Decisions, INC.
August 1999 - December 2022 · 23 yrs 4 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.