Advisor at Strongtower Wealth Management, Plc
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Firm
Strongtower Wealth Management, Plc
Location
Hot Springs, AR 71901
Credentials
Series 66
Industry experience
18 years
Mitzie Stevens is a financial advisor at StrongTower Wealth Management, Plc with 18 years of industry experience. She holds a Series 66 designation and has worked at StrongTower since 2018. Prior to that, she was with G.A. Repple & Company for 10 years and has maintained accounting-related businesses since 1990, including serving as president of Mitzie Stevens, CPA, Inc. Outside of financial advising, she owns and manages Idlenook Horsecamp, a campground for campers and horses. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million through discretionary portfolio management and financial planning, using a modified modern portfolio theory framework with periodic rebalancing and optional value- or faith-based screens.
Fixed fees for financial planning services generally ranging between $125 and $2,500
Insurance commissions earned by some advisors who are licensed as independent insurance agents, separate from advisory fees
Account minimum: $200,000 Minimum fee: $200.00 monthly minimum fee (can be waived or decreased at advisor's discretion)
450 W. Grand Ave
Hot Springs, AR 71901
Arkansas · Texas
Strongtower Wealth Management, Plc
2018 - Present (8 years)
G.A. Repple & Company
2008 - 2018 (10 years)
Mscpa, Llc
2002 - Present (24 years)
Mitzie Stevens Cpa, Inc
1990 - Present (36 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
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.
CFP®, Series 63
Hot Springs Village, AR
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Series 66
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CFP®, CFA®, Series 66
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Good Life Wealth Management LLC
Series 63, Series 65
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Foresight Investment Advisors, LLC
Series 63, Series 65
Hot Springs, AR
Zeiser Wealth Management LLC
Series 63, Series 65
Hot Springs Village, AR
Hot Springs Asset Management, Inc.
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