Rocklin Senavinin
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
Credentials
CFP®, Series 63, Series 66
Industry experience
25 years
Rocklin Senavinin is a CFP® professional with 25 years of industry experience. He has worked at Fiduciary Wealth Management, LLC since 2016 and previously spent 11 years at Charles Schwab Bank. He serves as a board member of the Mount St. Mary Foundation, assisting with finance-related matters. Fiduciary Wealth Management, LLC advises individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small businesses, typically requiring a $1,000,000 minimum for wealth management relationships. The firm develops individualized investment policies and employs diversified asset allocation using mutual funds, ETFs, and, when appropriate, margin or options, combining fundamental and technical analysis with regular account reviews.
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
Little Rock, AR
Arkansas · Texas
Fiduciary Wealth Management, LLC
2016 - Present (10 years)
Charles Schwab Bank
2005 - 2016 (11 years)
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