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David Rodriguez

Advisor at Minas Financial Planning

Updated today

Location

Hot Springs National Park, AR

Credentials

CFP®

Industry experience

5 years

About

David Rodriguez is a CFP® professional with five years of experience, currently serving as the sole advisor at Minas Financial Planning. He has been a finance professor and CFP® program director at Henderson State University since 2014. Outside of financial advising, he is the founder of ROC Realty, a real estate brokerage based in Chicago, where he holds managing broker licenses in Illinois and Indiana. Minas Financial Planning provides project-based and ongoing financial planning, third-party manager selection and oversight, and directly held real estate analyses to a diverse client base, including institutions and individual households. The firm employs a primarily passive investment approach informed by Modern Portfolio Theory and offers educational seminars while facilitating implementation through outside managers and client-selected custodians.

Client services

Based on Minas Financial Planning

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

Based on Minas Financial Planning

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

Project Based Financial Planning Fixed Fee: $2,800 to $4,500 (negotiable); Directly Held Real Estate Analysis: $250 to $1,000 for first parcel, $250 to $500 for each additional

Percentage

$0 - $500,000: 1.00% $500,001+: 0.50%

Project-based

$150 to $250 per hour, depending on complexity, negotiable

Subscriptions

Ongoing Financial Planning: $150 per month, billed monthly, minimum 12 months, negotiable

Other

Fee-only: Project Based Financial Planning Fixed Fee: $2,800 to $4,500 (negotiable); Ongoing Financial Planning: $150 per month (negotiable); Hourly Financial Planning: $150 to $250 per hour (negotiable); Directly Held Real Estate Analysis: $250 to $1,000 for first parcel, $250 to $500 for each additional parcel; Educational Seminars: $0 to $1,000 per seminar or $0 to $25 per participant

Location

Hot Springs National Park, AR

Most active in

Arkansas

Work history

Henderson State University

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John L

CFP®, Series 63

Hot Springs Village, AR

JWL & Associates, Inc.

John Lauer is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is the principal of JWL & Associates, Inc. and also operates Hot Springs Financial Services, a financial planning business. JWL & Associates provides discretionary and non-discretionary portfolio management and personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and other registered investment advisers. The firm employs a strategic asset-allocation, core-and-satellite approach using passive index and exchange-traded funds combined with active funds and selected individual securities, and it typically serves a small client roster with frequent, personalized account reviews.

Long-term care insurance Income planning Active portfolio management Options & derivatives strategies
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Chad A

Series 66

Hot Springs, AR

New Horizon Asset Management

General retirement planning General estate planning guidance
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David A

Series 63, Series 65

Hot Springs Village, AR

Hot Springs Asset Management, Inc.

David Adams is a financial advisor with Hot Springs Asset Management, Inc. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Hot Springs Asset Management since 2007 and also operates an affiliated accounting practice as a Certified Public Accountant. Hot Springs Asset Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using a core-and-satellite framework with a combination of passive and active investments and operates on a fee-only basis.

Passive / index investing Active portfolio management Options & derivatives strategies
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Scott S

CFP®, CFA®, Series 66

Hot Springs, AR

Good Life Wealth Management LLC

Scott Stratton is a CFP® and CFA® credentialed advisor with 17 years of industry experience. He has been the sole advisor at Good Life Wealth Management LLC since 2014. Outside of his financial advisory role, Stratton is a freelance musician and author, as well as an independent insurance agent. Good Life Wealth Management serves individuals and high-net-worth clients with financial planning and portfolio management, employing a Core+Satellite investment approach that emphasizes tax efficiency and low-cost indexed core holdings. The firm offers tailored plans through ongoing client reviews and manages accounts on either a discretionary or non-discretionary basis.

Passive / index investing Active portfolio management Wealth management
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Steven I

Series 63, Series 65

Hot Springs, AR

Foresight Investment Advisors, LLC

Steven Irwin is a financial advisor with Foresight Investment Advisors, LLC in Hot Springs, Arkansas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Foresight since 2010. Outside of advising, he is involved in several business activities including insurance sales through The Irwin Agency, Inc. and Arkansas Retirement and Wealth, LLC, as well as managing an aircraft rental company and an oil production entity. Foresight Investment Advisors, LLC serves primarily as a signal provider to other registered investment advisers, developing conservative investment strategies focused on clients approaching or in retirement. The firm combines fundamental, technical, and cyclical analysis to guide investment signals without taking custody or discretion of client accounts.

General retirement planning Income planning Approaching retirement
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Jared Z

Series 63, Series 65

Hot Springs, AR

Zeiser Wealth Management LLC

Jared Zeiser is a financial advisor at Zeiser Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial Services and Triad Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent. Zeiser Wealth Management LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm employs a disciplined, formula-driven “Advance and Protect” process that integrates quantitative, technical, and fundamental analysis to manage portfolios and offers both discretionary management and stand-alone consulting.

Active portfolio management Options & derivatives strategies
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