Edward Mahaffy III
Advisor at Clientfirst Wealth Management, 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 Clientfirst Wealth Management, 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
Little Rock, AR 72207
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
24 years
Edward Mahaffy is a CFP® and ChFC® with 24 years of industry experience. He is the sole advisor at Fiduciary Wealth Management, LLC in Little Rock, AR, and has been affiliated with ClientFirst Wealth Management since 2007. Outside of his advisory work, he owns a book publishing and distribution company, EPM Press LLC. Fiduciary Wealth Management, LLC serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small businesses, typically requiring a $1,000,000 minimum. The firm provides discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting, using individualized investment policies and diversified asset allocation across mutual funds, ETFs, and occasionally margin or options.
Based on Clientfirst Wealth Management, LLC
Financial planning fixed fees typically range from $2,500 to $5,000
$350 per hour for financial planning
Minimum fee: $400 per month Fee-only: Investment advisory services are fee-only with no commissions or 12b-1 fees
1501 N. University Avenue, Suite 715
Little Rock, AR 72207
Arkansas · Texas
ClientFirst Wealth Management
2007 - Present (19 years)
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