Alan Cantrell
Alan Cantrell is a registered investment advisor at Simplicity Wealth, based in Fayetteville, AR, with 8 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.
Fee Estimator
Location
2907 E Joyce Blvd., Suite 2A, Fayetteville, AR, 72703
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2026Other Business ActivitiesSells Insurance
Alan is the President/CEO of Retirement Strategies Group LLC and an insurance agent, focusing on life insurance and annuity sales, dedicating about half of his time to these activities. He also manages Precision Golf Strategies, LLC, a golf simulator business, spending a few hours per week, primarily on weekends.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Freedom Day Solutions, LLC
Advanced Retirement Solutions, INC.
Foundations Investment Advisors LLC
USA Financial Securities Corporation
State Registrations3 states
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
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