Daniel Robards is a registered investment advisor at Whiterock Wealth Design, LLC, based in Fayetteville, AR, with 1 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 739 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
4426 North Waterside Court 110, Fayetteville, AR, 72703
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Daniel is a partner in Aquaponics AI, LLC (DBA FarmHub), a farm management software and technology company, since 2020. He dedicates minimal time to this business.
Employment History
Current Registrations
Whiterock Wealth Design, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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
More Advisors
- Madison Blalock, CFPGreenwood Gearhart, LLC
- Mark Dutton, CFPStephens
- Horace Cozart, ChFCCornerstone Advisors LLC
- Barbara Mills, CFPArvest Wealth Management
- Arthur Walker, CFPEdward Jones
- Lisa Brown, CFPGreenwood Gearhart, LLC