Asheri Grove Financial Planning provides personalized investment management and financial planning services for individuals, high net-worth individuals, and businesses. Founded in 2026 and based in Conway, Arkansas, the firm is led by Lane Carter. Asheri Grove Financial Planning builds custom investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by your personal risk tolerance and goals. In addition to managing investments, Asheri Grove Financial Planning offers both ongoing and project-based financial planning covering retirement, taxes, estate planning, cash flow, college savings, and business planning. The firm operates as a fee-only registered investment advisor, meaning they are legally required to act in your best interest and are compensated solely by client fees rather than commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable and household accounts may be aggregated.