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William Somers

Advisor at Eversource Wealth Advisors, LLC

Updated today

Location

Little Rock, AR 72211

Credentials

Series 65

Industry experience

2 years

About

William Somers is a financial advisor at EverSource Wealth Advisors, LLC in Little Rock, AR, holding a Series 65 license with two years of industry experience. Prior to joining EverSource Wealth Advisors in 2024, he worked at BRS Financial LLC from 2022 to 2024 and operated Somers Lawn for eleven years. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services through a network of investment advisor representatives. The firm is notable for managing a pooled private real-estate vehicle and offering services to other RIAs and nonstandard institutional clients.

Client services

Based on Eversource Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eversource Wealth Advisors, LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy

Occupation focus

Based on Eversource Wealth Advisors, LLC

Founder/Business Owner Executive

Demographic focus

Based on Eversource Wealth Advisors, LLC

Religious/faith focused

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Fee options

Fixed

Financial planning fixed fees $2,500 to $25,000; consulting services may be flat fee per project or monthly consulting fee.

Percentage

$0 - $3,000,000: Up to 2.00% annually (0.50% quarterly billed in arrears) with example monthly up to 0.17% $3,000,000+: Negotiated rates over $3,000,000

Project-based

Financial planning and consulting hourly rates generally $150 to $400 per hour; family dynamics consulting $400 per hour or $1,500 daily.

Other

Fee-only: Financial planning fixed fees generally range $2,500 to $25,000; hourly fees $150 to $400 per hour; some flat annual fees billed monthly or quarterly.

Location

10800 Financial Centre Parkway, Suite 280

Little Rock, AR 72211

Most active in

Arkansas

Work history

EverSource Wealth Advisors, LLC

2024 - Present (2 years)

BRS Financial LLC

2022 - 2024 (2 years)

Somers Lawn

2011 - 2022 (11 years)

Disclosures

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

Business activities & affiliations

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Allen H

Series 66

Benton, AR

Wealth Ready

Allen Harris is a financial advisor with Wealth Ready, holding a Series 66 license and nine years of industry experience. His prior work includes roles at Health Equity, Bank of America, Merrill Lynch, and Arvest Wealth Management. He serves as president of the board of directors for the Arkansas Employment Career Center, a nonprofit organization. Wealth Ready provides financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a diversified asset allocation approach tailored to client risk profiles and incorporates a range of strategies under discretionary authority.

Wealth management General retirement planning Tax strategies for small businesses Annuities Self-Employed

Will H

CFP®

Little Rock, AR

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Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

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Eric Summerhill is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Summerhill & Co., LLC and previously worked at The Stephens Group, LLC for 11 years. In addition to his advisory role, Summerhill provides accounting, tax, consulting, and advisory services as a CPA under the same business name. Summerhill & Co., LLC serves individual investors and their retirement accounts, managing approximately $4.0 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment recommendations, utilizing up to 15 proprietary model portfolios focused on valuation-based analysis tailored to client goals and risk tolerance.

Passive / index investing
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Little Rock, AR

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Retirement income strategy Annuities Real estate investing Approaching retirement
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Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.

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Roy S

CFP®, Series 63, Series 66

Little Rock, AR

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Roy Stephens is a CFP® with 23 years of industry experience and is the principal advisor at Crosscurrent Wealthmanagement, LLC in Little Rock, AR. He has led the firm since 2010. In addition to his advisory role, he works as a senior business broker and holds credentials as a Master Tax Advisor and Enrolled Agent, with prior experience in real estate and broker-dealer activities. Crosscurrent WealthManagement provides discretionary portfolio management and financial planning to individuals, trusts, corporations, and foundations. The firm emphasizes ETFs and individual equities for growth, and bonds or CDs for income, managing accounts on a discretionary basis with adjustments made according to market conditions.

General retirement planning Income planning
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