Advisor at Riverland Wealth Management
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Firm
Riverland Wealth Management
Location
Conway, AR 72032
Credentials
Series 66
Industry experience
9 years
Townsend Phipps is a financial advisor at Riverland Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Riverland Wealth Management since 2022, previously spending eight years at Trutoro. Outside of his advisory role, Phipps is president and owner of Rhinestone Capital Investments, a real estate brokerage. Riverland Wealth Management is a fee-only registered investment adviser serving individuals, charitable organizations, and businesses. The firm uses a combination of passive and active strategies tailored to client goals and risk tolerances, managing accounts primarily on a discretionary basis.
Based on Riverland Wealth Management
$0 - $100,000: 1.30% $100,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $10,000,000: 0.75%
$125 per hour for project-based financial planning, negotiable
Fee-only: Financial planning charged hourly at $125 per hour, negotiable
1805 E Oak St, Suite 123
Conway, AR 72032
Arkansas · Texas
Riverland Wealth Management
2022 - Present (4 years)
Trutoro
2016 - 2024 (8 years)
NEXT Financial Group
2016 - 2016 (1 year)
Rhinestone Capital Investment
2010 - Present (16 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
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.
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.
Series 63, Series 65
Greenbrier, AR
Financial Professionals Incorporated
CFA®
Vilonia, AR
Eagle Valley Wealth Management
Series 65
Conway, AR
Antoine Wealth Management
Series 65
Conway, AR
Riverland Wealth Management
ChFC®, Series 65, Series 66
Conway, AR
Cornerstone Advisors LLC
Series 63, Series 66
Conway, AR
Crews & Associates, inc.
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