Advisor at Legacy Capital Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Legacy Capital Wealth Partners, LLC
Location
Rogers, AR 72758
Credentials
CFA®, Series 63, Series 66
Industry experience
23 years
Brian Wood is a CFA® charterholder with 23 years of industry experience. He is a Senior Wealth Advisor and Managing Partner at Legacy Capital Wealth Partners, LLC, having previously worked at Arvest Wealth Management and Purshe Kaplan Sterling Investments. Wood serves as Finance Chair for the Single Parent Scholarship Fund of Northwest Arkansas and holds board positions with the nonprofit organizations Pathway to Freedom and Christ for the City International. Legacy Capital Wealth Partners serves a diverse client base including high-net-worth individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning and portfolio management. The firm employs a tailored, long-term investment approach integrating fundamental analysis and various investment vehicles, managing over $1.3 billion in assets across more than 590 client relationships.
Based on Legacy Capital Wealth Partners, LLC
Financial planning services range from $2,500 to $10,000 (negotiable), consulting services charged on a negotiated flat fee basis.
$0+: 0.50% - 1.50% annually (negotiable based on factors including size, complexity, service intensity) $0+: Up to 1.50% annually for retirement plan advisory services (negotiable)
Certain advisory persons receive commissions from securities and insurance sales, separate from advisory fees.
Account minimum: $500,000 Fee-only: Percentage of assets under management (0.50% - 1.50% annually), Fixed fees for financial planning ($2,500 to $10,000, negotiable), Flat fees for consulting (negotiated)
5502 Walsh Lane, Suite 103
Rogers, AR 72758
Arkansas
Purshe Kaplan Sterling Investments
2023 - Present (3 years)
Legacy Capital Wealth Partners, LLC
2023 - Present (3 years)
Arvest Wealth management
2007 - 2023 (16 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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Bentonville, AR
Pape Financial
Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.
CFA®, Series 65
Bentonville, AR
Krueger Asset Management, LLC
Series 65
Centerton, AR
Hoffman Capital Management, LLC
Series 65
Rogers, AR
Steve Chastain Wealth Management LLC
CFP®, Series 63, Series 66
Bentonville, AR
Elevated Wealth LLC
CFP®, Series 66
Bentonville, AR
Do Wealth Different
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")