MM
CFP
MM
CFP

Mary Mccraw

22 Years of Experience
Little Rock, AR

Mary Mccraw is a CFP-designated registered investment advisor at The Arkansas Financial Group, INC., based in Little Rock, AR, with 22 years of industry experience. Mary 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, Gen X, and 4 more. Their firm serves 367 clients with $970M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
367 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$971.1M

Fee Structure

Planning is charged separately
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $125K0.90%
$125K - $250K0.65%
$250K - $500K0.47%
$500K - $1.0M0.34%
$1M+0.25%

AFG’s investment advisory fee is negotiable at its discretion. Clients in the Young Professional/Physician in Training program may pay lower fees.

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

MM
Mary Mccraw

Location

1001 N. University Ave., Suite 200, Little Rock, AR, 72207-6366

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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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Employment History
Current Registrations
The Arkansas Financial Group, INC.
November 2008 - Present · 17 yrs 5 mos
Previous Registrations
The Wealth Collaborative, INC.
February 2007 - December 2008 · 1 yr 10 mos
Lwi Financial INC.
December 2004 - December 2007 · 3 yrs
Financial Decisions Institute
August 2003 - November 2004 · 1 yr 3 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.
Additional Information

Mary McCraw joined The Arkansas Financial Group in 2008 and is a Financial Advisor and Partner. Mary has over 18 years experience in financial planning helping clients achieve their goals. At AFG, she works with a variety of clients including young professionals and families just starting out. She works closely with these clients to provide the tools early in their financial lives that will help them reach their goals. Mary has had experience serving a wide variety of clients during her career and has a passion for helping people manage their financial lives.

MM
Contact
Mary Mccraw
Mary Mccraw - Financial Advisor | TrueAdvisor