JS
CFP
JS
CFP

Jacob Spradlin

1 Year of Experience
Little Rock, AR

Jacob Spradlin is a CFP-designated registered investment advisor at The Arkansas Financial Group, INC., based in Little Rock, AR, with 1 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 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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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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Other Business Activities

Jacob owns and operates a residential real estate rental property since August 2023. He spends minimal time collecting rent, managing the property, handling maintenance, and paying expenses.

Employment History
Current Registrations
The Arkansas Financial Group, INC.
January 2025 - Present · 1 yr 10 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.
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