MM
CFP
MM
CFP

Mary Mccraw

23 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 23 years of industry experience. Mary 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, Gen X, and 5 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 included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.90%
$250K - $500K0.78%
$500K - $1.0M0.56%
$1.0M - $2.5M0.40%
$2.5M - $5.0M0.30%
$5M+0.25%

Fees are negotiable at the firm's discretion based on factors such as account size, portfolio composition, and scope of services. A minimum annual fee of $1,200 applies.

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 11 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.

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Mary Mccraw