Jacob Duke
Advisor at Rivertree Wealth
Updated today
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
Rivertree Wealth
Location
Little Rock, AR 72205
Credentials
CFP®, Series 65
Industry experience
6 years
About
Jacob Duke is a CFP® with six years of industry experience, currently serving as an advisor at Rivertree Wealth LLC since 2024. He previously worked at Applied Capital LLC for five years and Argent Financial Group, Inc. for three years. Rivertree Wealth LLC is an SEC-registered investment adviser that serves individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a passive investment approach based on Modern Portfolio Theory, utilizing diversified, risk-based portfolios with no-load mutual funds, ETFs, stocks, and bonds.
Expertise
Based on Rivertree Wealth
General retirement planning
Cash flow / budgeting
Charitable giving & philanthropy
General estate planning guidance
Tax strategies for small businesses
Fee options
Fixed fees for financial planning ranging from $2,500 to $12,000 per engagement
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
$250 per hour for financial planning services
Fee-only: Financial planning services at $250 per hour (up to 40 hours) or fixed fee ranging from $2,500 to $12,000 per engagement
Location
415 N. Mckinley St., Suite 1047
Little Rock, AR 72205
Most active in
Jacob D has reported serving >5 clients in these states in the last 12 months.
Arkansas · Texas
Work history
Rivertree Wealth LLC
2024 - Present (2 years)
Applied Capital LLC
2019 - 2024 (5 years)
Argent Financial Group, Inc.
2017 - 2019 (2 years)
Argent Financial Group, Inc.
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Will H
CFP®
Little Rock, AR
Sound Capital
Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”
Eric S
CFA®
Alexander, AR
Summerhill & Co., LLC
Eric S
Series 66
Little Rock, AR
Stoffel Financial Advisor's, LLC
Robert B
Series 63, Series 65
Little Rock, AR
Brown & Associates
Roy S
CFP®, Series 63, Series 66
Little Rock, AR
Crosscurrent Wealthmanagement, LLC
Elijah C
Series 63, Series 65
Little Rock, AR
Valuepoint Partners, Inc.
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