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Stuart Epley

Advisor at CL Wealth Management LLC

Updated today

Location

Springdale, AR

Credentials

Series 65, Series 66

Industry experience

27 years

About

Stuart Epley is a financial advisor with CL Wealth Management LLC, holding Series 65 and Series 66 licenses and 27 years of industry experience. He has worked with firms including SB Advisory, LLC and IFS Securities, and currently manages roles at CL Wealth Management LLC, Cabot Lodge Securities LLC, and Pop A Lock, a locksmith business. Outside of finance, he is involved in operating Pop A Lock, providing locksmith services. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies that combine fundamental and technical analysis with custom model portfolios.

Client services

Based on CL Wealth Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on CL Wealth Management LLC

Options & derivatives strategies Tax-loss harvesting Wealth management

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Fee options

Fixed

Flat fees for financial planning services may not exceed $5,000

Percentage

$25,000 - $100,000: 2.25% $100,000 - $250,000: 2.00% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000 - Negotiable: Negotiable

Commissions

Commission-based compensation through affiliated broker-dealer Cabot Lodge Securities LLC for certain representatives

Project-based

Standard planning and consulting fee is $350 per hour

Other

Account minimum: $25,000

Location

Springdale, AR

Most active in

Arkansas

Work history

Pop A Lock

2022 - Present (4 years)

CL Wealth Management LLC

2019 - Present (7 years)

Cabot Lodge Securities LLC

2019 - Present (7 years)

Razorhog LLC d/b/a Epley Aquatic Farms

2018 - 2023 (5 years)

SB Advisory, LLC

2012 - 2019 (7 years)

IFS Securities

2012 - 2019 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management Options & derivatives strategies
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Wealth management
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