W
Wealth Ready
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,600,000
Clients
22
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$72,727
About
Wealth Ready is a small independent registered investment adviser that provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations and business entities, with no account minimums. The firm offers a complimentary initial consultation and prepares a comprehensive financial plan at no charge before entering an advisory relationship.
The adviser manages client portfolios on a discretionary basis, tailoring asset allocation to client goals and risk ranges determined using Riskalyze, and generally constructing diversified portfolios that include ETFs, mutual funds, corporate and municipal debt. Its investment process draws on fundamental, technical and cyclical analysis, favors a primarily passive allocation approach but also permits short-term trading and option strategies where appropriate.
Noteworthy for a firm of its size, the principal is also a licensed insurance agent who can recommend and sell fixed indexed annuities and life insurance and will receive separate commissions for those sales (insurance activities are disclosed as a potential conflict and are described as occupying less than 10% of the principal’s time). The firm also offers no‑fee educational seminars and workshops on topics such as finance, estate, business and tax planning, and the principal maintains full‑time remote employment administering Health Savings Accounts, which the brochure states is not solicited to clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
General retirement planning
Tax strategies for small businesses
Annuities
Occupation focus
Self-Employed
Fee options
$0 - $100,000: 1.00% annually $100,001 - $250,000: 0.90% annually $250,001 - $500,000: 0.85% annually $500,001 - $750,000: 0.80% annually $750,001 - $1,000,000: 0.75% annually $1,000,001 - $5,000,000: 0.65% annually $5,000,001+: Negotiable
Main office location
Wealth Ready
Benton AR, United States
Number of offices
1
Most active in
Wealth Ready has reported serving >5 clients in these states in the last 12 months.
Arkansas · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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