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Matthew Koll

Advisor at Legacy Capital Wealth Partners, LLC

Updated today

Location

Rogers, AR 72758

Credentials

CFP®

Industry experience

1 year

About

Matthew Koll is a CFP® professional with over one year of experience in financial advising. He has worked at Legacy Capital Wealth Partners since 2024 and previously held roles at Arvest Bank and First Community Trust. Prior to his financial career, he served 18 years in the United States Navy. Koll is involved in the community as president of the St. Vincent de Paul Catholic School board and serves on the boards of Big Brother Big Sister NWA and the Mercy Foundation Planned Giving Committee. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, trusts, and charitable organizations, offering holistic financial planning and portfolio management. The firm manages over $1.3 billion in assets and employs a tailored, long-term investment approach utilizing mutual funds, ETFs, alternatives, and individual securities.

Client services

Based on Legacy Capital Wealth Partners, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Legacy Capital Wealth Partners, LLC

Wealth management

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Fee options

Fixed

Financial planning services range from $2,500 to $10,000 (negotiable), consulting services charged on a negotiated flat fee basis.

Percentage

$0+: 0.50% - 1.50% annually (negotiable based on factors including size, complexity, service intensity) $0+: Up to 1.50% annually for retirement plan advisory services (negotiable)

Commissions

Certain advisory persons receive commissions from securities and insurance sales, separate from advisory fees.

Other

Account minimum: $500,000 Fee-only: Percentage of assets under management (0.50% - 1.50% annually), Fixed fees for financial planning ($2,500 to $10,000, negotiable), Flat fees for consulting (negotiated)

Location

5502 Walsh Lane, Suite 103

Rogers, AR 72758

Most active in

Arkansas

Work history

Legacy Capital Wealth Partners

2024 - Present (2 years)

Arvest Bank

2021 - 2024 (3 years)

First Community Trust

2018 - 2021 (3 years)

United States Navy

2000 - 2018 (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Chris P

CFP®

Bentonville, AR

Pape Financial

Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Established Professionals Gen X (Born 1965-1980)
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Johnathan K

CFA®, Series 65

Bentonville, AR

Krueger Asset Management, LLC

Johnathan Krueger is a CFA charterholder and Series 65 licensee with experience at firms including Jag Capital Management and Cornerstone Business Services. He is the sole advisor at Krueger Asset Management, LLC, a firm he founded in 2025. Krueger Asset Management provides investment management and financial planning services to pooled vehicles, institutional clients, and individuals. The firm employs a bottom-up value investment approach focused on identifying securities trading below intrinsic value and offers both discretionary portfolio management and educational seminars.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Darren V

Series 63, Series 65

Lowell, AR

Tekton Wealth Advisors

Darren Vilardo Sr. is a financial advisor with Tekton Wealth Advisors in Lowell, AR, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior experience includes roles at DaVinci Wealth and Delta Investment Management, among others. He is also involved with Tekton Wealth Insurance Services, LLC, where he provides insurance solutions as a licensed agent. Tekton Wealth Advisors offers investment management, financial planning, and consulting services, focusing on allocating assets to independent investment managers for individuals, trusts, and estates. The firm utilizes a blend of fundamental, technical, and cyclical analysis and integrates estate-planning technology to support legacy execution alongside portfolio monitoring.

General retirement planning Income planning Medicare planning General tax planning
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Steven H

Series 65

Centerton, AR

Hoffman Capital Management, LLC

Steven Hoffman is the sole advisor at Hoffman Capital Management, LLC, an independent firm based in Centerton, Arkansas. He holds a Series 65 designation and has seven years of industry experience, including nine years at Walmart prior to founding his firm in 2017. Hoffman Capital Management provides discretionary portfolio management and customized investment portfolios primarily to individual investors, as well as a range of institutional and organizational clients. The firm employs a value-oriented, long-term investment approach based on fundamental analysis and utilizes options strategies to generate additional income.

Active portfolio management Options & derivatives strategies
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Stephen C

Series 65

Rogers, AR

Steve Chastain Wealth Management LLC

Stephen Chastain is the principal of Steve Chastain Wealth Management LLC in Rogers, Arkansas, holding a Series 65 credential with four years of industry experience. He has managed his wealth management firm since 2017 and co-owns Chastain Financial, LLC, where he also works as an insurance agent. Steve Chastain Wealth Management LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses model portfolios and third-party managers on the AE Wealth Management platform, combining fundamental, technical, and cyclical analysis to align client portfolios with their investment objectives and risk tolerance.

Wealth management
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Jacqueline R

CFP®, Series 63, Series 66

Bentonville, AR

Elevated Wealth LLC

Jacqueline Rogers is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Elevated Wealth LLC and has previously worked at New Wave Wealth Advisors, Arvest Wealth Management, Parsec Financial Management, and Wells Fargo Advisors. Elevated Wealth LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a combination of fundamental and technical analysis, mutual fund and ETF evaluation, and tailored asset allocation across passive and active strategies, operating as a fiduciary and fee-only adviser.

Cash flow / budgeting Retirement income strategy Tax strategies for small businesses College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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