Advisor at SignalUp Wealth, LLC
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Firm
SignalUp Wealth, LLC
Location
Fayetteville, AR 72701
Credentials
Series 63, Series 65, Series 66
Industry experience
15 years
James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at SignalPoint Asset Management, Ameriprise Financial Services, and Investment Professionals, Inc. Outside of his advisory role, he is a partner in Oooweee, LLC, an entity involved in commercial real estate. SignalUp Wealth, LLC is a small independent firm providing discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities. The firm also offers consulting and planning services for qualified retirement plans and serves as a limited-scope ERISA 3(21) fiduciary for plan sponsors.
Based on SignalUp Wealth, LLC
Based on SignalUp Wealth, LLC
$0 - $2,000,000: 1.5% annually $2,000,001 - $4,000,000: 1.0% annually $4,000,001+: 0.75% annually
$250 per hour for financial planning services
70 N College Ave
Fayetteville, AR 72701
Arkansas
SignalUp Wealth, LLC
2025 - Present (1 year)
Farther Finance Advisors
2025 - Present (1 year)
SignalUp Wealth, LLC
2024 - Present (2 years)
SignalPoint Asset Management
2019 - 2025 (6 years)
Ameriprise Financial Services, Inc.
2018 - 2019 (1 year)
Investment Professionals, Inc.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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