Advisor at Optivise Advisory Services LLC
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Firm
Optivise Advisory Services LLC
Location
Hot Springs Village, AR 71909
Credentials
Series 66
Industry experience
21 years
Allen Hargis is a financial advisor with Optivise Advisory Services LLC and holds a Series 66 designation. He has 21 years of industry experience and has been involved with several firms, including HARGIS & STEVENS PA, where he serves as president overseeing tax preparation and accounting functions since 1986. He is also a member of Optivise Advisory Services. Optivise Advisory Services provides discretionary and non-discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other investment advisers. The firm uses internally developed model portfolios and third-party sub-advisors, integrating technology and reporting tools to support both discretionary and client-approved solutions.
Based on Optivise Advisory Services LLC
Based on Optivise Advisory Services LLC
Fixed fees up to $10,000 for broad-based financial planning services; potentially higher on case-by-case basis
$0+: Up to 1.80% annually (Non-Options-Based Account) $0+: Up to 1.95% annually (Options-Based Account)
Commissions on insurance products sold through affiliated insurance agency; commissions on physical gold and silver sales through designated third parties
Up to $200 per hour for specific financial planning services
Monthly recurring fee between $30 and $200 per account for employer-sponsored defined contribution plan services
Fee-only: Fixed fees up to $10,000 for financial planning services; hourly fees up to $200/hour for specific services; monthly recurring fees between $30 and $200 for employer-sponsored defined contribution plan advice
100 Plaza Carmona Dr
Hot Springs Village, AR 71909
Arkansas
Optivise Advisory Services
2019 - Present (7 years)
Ministry Benefit Investments, LLC
2015 - Present (11 years)
Brokers International Financial Services
2013 - Present (13 years)
Paragon Tax, Insurance & Investment Inc
2010 - Present (16 years)
HARGIS & STEVENS PA
1986 - Present (40 years)
AR National Guard
1983 - Present (43 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63
Hot Springs Village, AR
JWL & Associates, Inc.
CFP®, CFA®, Series 66
Hot Springs, AR
Good Life Wealth Management LLC
Series 63, Series 65
Hot Springs Village, AR
Hot Springs Asset Management, Inc.
Series 65
Hot Springs, AR
Strongtower Wealth Management, Plc
Series 66
Hot Springs, AR
Strongtower Wealth Management, Plc
Series 65
Hot Springs, AR
Cheviot Value Management, LLC
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