Charles Skinner
Advisor at Independent Advisor Alliance, 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.
Advisor at Independent Advisor Alliance, 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.
Location
El Dorado, AR 71730
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Charles Skinner is a CFP®-certified financial advisor with over 10 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has prior experience at LPL Financial and GenWealth Financial Advisors. Outside of advisory services, he is a commissioned notary public. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to support client investments.
Based on Independent Advisor Alliance, llc
Based on Independent Advisor Alliance, llc
Flat fee for financial planning typically ranges from $0 to $15,000 (negotiable); Wealth coaching fixed fees quarterly $250 to $10,000 (negotiable)
up to 2.00% annually (maximum, negotiable)
Hourly financial planning/consulting fees up to $500 per hour (negotiable)
Fee-only: Financial planning fees negotiated, hourly up to $500/hour, flat fee typically $0 to $15,000, wealth coaching quarterly fixed fees $250 to $10,000 (negotiable)
301 N. Washington Ave., Ste 101
El Dorado, AR 71730
Arkansas · Louisiana · Texas
Independent Advisor Alliance
2022 - Present (4 years)
LPL Financial, llc
2015 - Present (11 years)
GenWealth Financial Advisors, LLC
2015 - 2022 (7 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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.
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