KR
KR

Kirk Reardon

1 Year of Experience
Texarkana, TX

Kirk Reardon is a registered investment advisor at Mustard Seed Wealth Management, based in Texarkana, TX, with 1 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 734 clients with $450M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
734 clients
Average Client Portfolio
$612K average
Assets Under Management
$449.4M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.90%
$1.0M - $2.0M0.80%
$2M+0.50%

Fees are negotiable and can vary based on individual, family, or business circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

5329 Summerhill Road, Texarkana, TX, 75503

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Mustard Seed Wealth Management
October 2024 - Present · 1 yr 7 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.
Kirk Reardon - Financial Advisor | TrueAdvisor