Zachary Griswold
Advisor at FamilyWealth
Updated today
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.
About
Zachary Griswold is a financial advisor with FamilyWealth, holding a Series 65 license and three years of industry experience. His prior work includes roles at Old Lantern Investments, CreativeVest Inc, and Strategic Wealth Partners. Outside of finance, he provides pediatric therapy consulting through Spot On Pediatric Therapy, LLC. FamilyWealth Advisers, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm employs a multi-asset investment approach combining passive, active, and alternative strategies, and supports both discretionary and non-discretionary account management through its FamilyWealth™ platform and affiliated TAMP models.
Client services
Based on FamilyWealth
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Advice to use models of related investment adviser
Advice to use models of related investment adviser
Expertise
Based on FamilyWealth
Wealth management
Passive / index investing
Active portfolio management
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Fee options
Retirement plan consulting flat fees from $10,000 to $100,000
$0+: Typically 1.45% for retail clients but can be up to 2% depending on strategy and IAR $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.60%
Insurance commissions received by IARs on insurance products sold; no advisory fee charged on these assets
Account minimum: $500,000 for institutional accounts; no minimum for retail individual accounts Fee-only: Financial planning fees may be flat fees or negotiated; retirement plan consulting fees range from $10,000 to $100,000 flat or up to 1.00% AUM on plans
Location
Western Grove, AR
Most active in
Zachary G has reported serving >5 clients in these states in the last 12 months.
Arkansas · Texas
Work history
Old Lantern Investments, LLC
2023 - Present (3 years)
CreativeVest Inc
2022 - 2023 (1 year)
Strategic Wealth Partners
2019 - 2024 (5 years)
AirMedCareNetwork
2017 - 2019 (2 years)
Spot On Pediatric Therapy, LLC
2016 - Present (10 years)
Boyce and Bynum Pathology Laboratories
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jeffrey F
Series 66
Harrison, AR
Fountain Financial & Tax
Ellis M
Series 63, Series 66
Jasper, AR
McInnis Group
David S
Series 63, Series 65
Harrison, AR
Stone Financial
Maurice T
Series 66
Harrison, AR
Deep Roots Capital
Logan S
Series 66
Harrison, AR
Three Sixty Wealth Management, LLC
Krista K
CFP®, Series 66
St Joe, AR
Western Wealth Management LLC
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