Advisor at Continuum Advisory, LLC
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Firm
Continuum Advisory, LLC
Location
Bentonville, AR 72712
Credentials
Series 66
Industry experience
20 years
Simon Keogh is a financial advisor at Continuum Advisory, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth, Inc., Triad Advisors, Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Keogh is also involved with Village Insurance, where he serves as an insurance agent. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors under separate DBAs. The firm manages over $1.4 billion in assets and offers tailored portfolio management using a variety of investment products, along with institutional retirement plan consulting and integrated professional services.
Based on Continuum Advisory, LLC
Based on Continuum Advisory, LLC
Initial financial planning fees may be charged as flat fees, negotiable and vary by Advisor and engagement.
up to 2.95% annually (tiered structure, negotiable, typical range 0.00% to 2.95%)
Certain Advisors offer securities brokerage services and insurance products under separate commission-based arrangements.
Hourly charges may apply for financial planning and consulting services, negotiable and vary by Advisor.
Fee-only: Financial planning and consulting fees negotiable; initial planning fees and ongoing periodic fees vary by scope and complexity; retirement plan consulting fees range from fixed fee up to $40,000 or ongoing asset-based fee 0.15% to 1.00% annually.
1913 N. Walton Blvd., Suite 1
Bentonville, AR 72712
Arkansas · California
OSAIC
2024 - 2025 (1 year)
Triad Advisors
2017 - 2024 (7 years)
Signator Investors, inc.
2016 - 2017 (1 year)
Transamerica Financial Advisors, Inc.
2009 - 2016 (7 years)
Village Insurance
2005 - Present (21 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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Bentonville, AR
Pape Financial
Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.
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