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Dustin Stanley

18 Years of Experience
Sells Insurance

Dustin Stanley is a registered investment advisor at New Wave Wealth Advisors, based in Springdale, AR, with 18 years of industry experience. Dustin 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 516 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
516 clients
Average Client Portfolio
$750K average
Assets Under Management
$386.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset management fees are negotiable up to 2.50%.

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

4403 S Thompson St, Ste 1, Springdale, AR, 72764

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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 ActivitiesSells Insurance

Dustin is involved in several real estate ventures, including ReModern Homez, LLC, Roma Properties, New Wave Ventures, LLC, and Toro Properties, LLC. He also manages NWA Pizza LLC (Papa John's) and Guapo Management, LLC, and sells fixed insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
New Wave Wealth Advisors
October 2022 - Present · 3 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2022 - September 2023 · 1 yr 3 mos
Sowell Management
April 2019 - December 2022 · 3 yrs 8 mos
Arvest Wealth Management
April 2010 - April 2019 · 9 yrs
Arvest Wealth ManagementBroker
September 2009 - April 2019 · 9 yrs 7 mos
Banc of America Investment Services, INC.Broker
September 2007 - September 2009 · 2 yrs
State Registrations4 states
ARLATXWY
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.