KY
KY

Kevin Yingst

23 Years of Experience
Springdale, AR
Broker

Kevin Yingst is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Springdale, AR, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 18,812 clients with $4.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
93 advisors
Number of Clients
18,812 clients
Average Client Portfolio
$217K average
Assets Under Management
$4.1B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.40%
$500K - $1000K1.90%
$1M+1.40%

Fees are negotiable. Actual fees may differ based on advisor's previously established fee schedules.

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

3632 Johnson Mill Blvd., Suite 107, Springdale, AR, 72762

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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.

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Other Business Activities

Kevin is involved in several investment-related activities, including Cornerstone Wealth Management LLC as an IAR, spending nearly full-time hours on these activities. He also owns real estate rental property and a single-member LLC for future property management.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
March 2017 - Present · 9 yrs 2 mos
LPL Financial LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
LPL Financial LLC
December 2023 - January 2025 · 1 yr 1 mo
Edward Jones
December 2009 - March 2017 · 7 yrs 3 mos
Edward JonesBroker
November 2002 - March 2017 · 14 yrs 4 mos
State Registrations20 states
AKARCOFLGAIAILINKSMONCNENVOKORSDTXUTVAWI
AdvisorBrokerBoth

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.